Sandra Dalton
About Sandra Dalton
Sandra Dalton is a Senior Vice President of Wealth Management at UBS, where she has worked since 2009. She has a strong background in finance and accounting, having previously held a senior position at Merrill Lynch for 25 years, and is actively involved in various charitable organizations in her community.
Work at UBS
Sandra Dalton has been employed at UBS since 2009, where she holds the position of Senior Vice President in Wealth Management. In this role, she oversees client relationships and provides strategic financial advice. Her tenure at UBS spans 15 years, during which she has contributed to the growth and development of the firm's wealth management services.
Education and Expertise
Sandra Dalton earned her Bachelor of Science degree in Accounting from Virginia Tech, where she studied from 1976 to 1980. She also attended Boise State University and completed her education at Boise High from 1972 to 1976. Dalton has passed the CPA exam with high distinction, showcasing her expertise in accounting and finance.
Background
Before joining UBS, Sandra Dalton worked at Merrill Lynch for 25 years, serving as First Vice President-Investments from 1984 to 2009. She has also been employed by both predecessor firms of PricewaterhouseCoopers, gaining extensive experience in financial services and investment management.
Achievements
Sandra Dalton has held various leadership roles in her community. She served as President of the Boise Rescue Mission Foundation and was Chairman of the St. Luke's Health Foundation. Additionally, she co-chaired the capital campaign for City Light Home for Women and Children and is a charter member of the Idaho Women's Charitable Foundation. Dalton is also a member of the Roman Catholic Diocese of Boise Finance Council.
Board Memberships
Sandra Dalton has been actively involved in several organizations through her board memberships. She has served on the Boards of the Thomas Foundation, Immanuel Lutheran Church, and Luther Heights Bible Camp, contributing her expertise and leadership to these community-focused initiatives.