Brian Douglass Email & Phone Number
Chief Compliance Officer, Retirement and Tax Advisor @ Financial Advisors Network, Inc.
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Brian Douglass Location
- Tustin, CA, US
Brian Douglass Work
- Chief Compliance Officer, Retirement and Tax Advisor @ (October 2014 - Present)
- California Life and Health, Property and Casualty Insurance Broker @ Independent Insurance Broker (January 2010 - September 2014)
- Trading Plan Manager @ Proprietary Trading (Self-employed) (March 2001 - December 2009)
- Vice President - Operations, Property and Casualty Division @ Amwest Insurance Group, Inc. (March 1996 - February 2001)
- Assistant Vice President, Insurance Company Operations @ Condor Insurance Company (March 1991 - February 1996)
Brian Douglass Education
- Herberger Business School (AACSB) - Minnesota State University
Master of Business Administration - MBA (Professional Sales - Degree awarded December 2024)
- Cal State Fullerton, College of Business and Economics
B.A. (Business Administration / Accounting (Dual AACSB for Business and Accounting))
- UC Irvine
B.A. (Economics - Degree awarded 1996)
Brian Douglass Skills
- RIA Compliance
- MS Access
- QuickBooks
- Consolidated Financial Statements, Reporting, and Compliance
- GAAP
- Statutory Accounting (SAP)
- Insurance Accounting
- Statistical Reporting
- Internal Audit
- Actuarial Reserving, Accruals, and Allocations
- Accounting Systems Conversions
- Custom Contract Reviews
- Accounts Receivable (Billing and Collections)
- Accounts Payable
- Multi-state Payroll Processing
- Transaction Processing
- New Transaction Analysis
- Maintain Complex General Ledger
- Difficult Reconcialiations
- Variance Investigation
- Auditing Liaison
- SQL and Visual Basic for Reporting
- Data Mining
- Traction Implementation
- Insurance
- Actuarial Reserving
- Accruals
- Multi State Payroll Processing
- Compliance
- Accounts Receivable Billing and Collections
- Consolidated Financial Statements
- Statutory Accounting Sap
- Has Errors
- Great
- Reporting
- Allocations
- Statutory Accounting
- Accounts Receivable
Brian Douglass Summary
- Brian Douglass, based in Tustin, CA, US, is currently a Chief Compliance Officer, Retirement and Tax Advisor at Financial Advisors Network, Inc.. Brian Douglass brings experience from previous roles at Independent Insurance Broker, Proprietary Trading (Self-employed), Amwest Insurance Group, Inc. and Condor Insurance Company. Brian Douglass holds a Master of Business Administration - MBA in Professional Sales - Degree awarded December 2024 @ Herberger Business School (AACSB) - Minnesota State University. With a robust skill set that includes RIA Compliance, MS Access, QuickBooks, Consolidated Financial Statements, Reporting, and Compliance, GAAP and more. Brian Douglass has 3 emails and 2 mobile phone numbers on RocketReach.
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