Brian Douglass Email & Phone Number
Chief Compliance Officer, Retirement and Tax Advisor @ Financial Advisors Network, Inc.
Brian Douglass Location
Tustin, CA, US
Brian Douglass Work
- 2014 - now Chief Compliance Officer, Retirement and Tax Advisor @ Financial Advisors Network, Inc.
- 2010 - 2014 California Life and Health, Property and Casualty Insurance Broker @ Independent Insurance Broker
- 2001 - 2009 Trading Plan Manager @ Proprietary Trading (Self-employed)
- 1996 - 2001 Vice President - Operations, Property and Casualty Division @ Amwest Insurance Group, Inc.
- 1991 - 1996 Assistant Vice President, Insurance Company Operations @ Condor Insurance Company
Brian Douglass Education
- Herberger Business School (AACSB) - Minnesota State University
- UC Irvine
B.A. (Economics - Degree awarded 1996)
- Cal State Fullerton, College of Business and Economics
B.A. (Business Administration / Accounting (Dual AACSB for Business and Accounting))
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
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 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 4 emails and 2 mobile phone numbers on RocketReach.
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