Dale Sperling
About Dale Sperling
Dale Sperling serves as the Chief Marketing Officer (CMO) at Trust & Will, where he focuses on simplifying estate planning for families. He has extensive experience in marketing roles across various companies, including Stash, Walt Disney Internet Group, and AOL.
Current Role at Trust & Will
Dale Sperling serves as the Chief Marketing Officer (CMO) at Trust & Will, a position he has held since 2023. In this role, he focuses on promoting the company's mission to simplify, make affordable, and increase accessibility to estate planning for families. He has been instrumental in establishing partnerships with organizations such as AARP and SoFi, which have helped expand Trust & Will's reach in the estate planning market. Additionally, he has played a key role in positioning Trust & Will as a preferred estate planning provider for major financial institutions, including UBS, Fifth Third Bank, and Northwestern Mutual.
Professional Experience in Marketing
Dale Sperling has extensive experience in marketing across various organizations. He worked at Stash as the Vice President of Marketing from 2015 to 2017 and later served as CMO from 2017 to 2023. His earlier roles include serving as CMO and Co-Founder at CreatorBox for six months in 2014, and as Senior Manager of Marketing at Walt Disney Internet Group from 2009 to 2011. Additionally, he held multiple positions at AOL, including Senior Manager of Sales Development and Impact Marketing, contributing to his comprehensive marketing expertise.
Educational Background
Dale Sperling studied at the University of Maryland and earned a Bachelor of Arts degree in Business from Rutgers University. His educational background provides a strong foundation for his career in marketing and business development. He also attended Watchung Hills, where he completed his early education.
Advisory Roles and Contributions
In addition to his current role at Trust & Will, Dale Sperling has served as an advisor and founder for a private company since 2012. He also contributed to Rocket Money (formerly Truebill) as an advisor from 2020 to 2021. His advisory roles reflect his commitment to guiding startups and established companies in their marketing strategies and growth initiatives.
Notable Partnerships and Initiatives
Dale Sperling has contributed significantly to Trust & Will's strategic partnerships with various organizations. His efforts have helped the company collaborate with notable entities like AARP and SoFi, enhancing their market presence. These partnerships are part of a broader initiative to position Trust & Will as a leading provider in the estate planning sector, particularly among major financial institutions.