As the National Head of Business Owner Advisory Services (BOAS) at U.S. Bank Private Wealth Management, Rod Dolan brings a wealth of expertise and a results-driven approach to the complex needs of closely held business owners. Since joining U.S. Bank in 2017, Rod has been...
As the National Head of Business Owner Advisory Services (BOAS) at U.S. Bank Private Wealth Management, Rod Dolan brings a wealth of expertise and a results-driven approach to the complex needs of closely held business owners. Since joining U.S. Bank in 2017, Rod has been instrumental in shaping a national practice that focuses on delivering objective and impartial guidance tailored to the unique challenges faced by entrepreneurs. Under his leadership, the BOAS team has developed a robust framework for strategic planning and business advisory services, empowering clients to navigate critical decisions related to mergers and acquisitions, financial modeling, and operational management.
Rod’s extensive background in finance and investment banking enhances his ability to provide insightful, consultative support that aligns with the long-term goals of business owners. He is adept at fostering relationships that facilitate venture capital opportunities and strategic partnerships, ensuring that clients are well-positioned for growth and sustainability. His leadership style emphasizes collaboration and innovation, enabling his team to deliver comprehensive business planning services that encompass everything from succession planning to wealth management strategies.
Key projects under Rod’s direction include the development of tailored financial solutions that address the intricate dynamics of family-owned businesses and the implementation of educational workshops designed to equip business owners with the tools needed for effective decision-making. With a keen understanding of the intersection between personal wealth and business success, Rod Dolan stands out as a trusted advisor, committed to helping clients achieve their aspirations while navigating the complexities of entrepreneurship.
