Caitlin Douglas Email & Phone Number
Founding Partner, Chief Operating Officer @ Elevation Point
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Caitlin Douglas Location
- Washington, DC, US
Caitlin Douglas Work
- 2024 -now Founding Partner, Chief Operating Officer @
- 2024 -2024 Managing Director, Transition Services and Co-Head of Service @
- 2023 -2024 Director, Transition Services and Co-Head of Service @
- 2021 -2023 Director, Head of Transition Services @
- 2020 -2021 Head of Transition Services @
- 2020 -2020 Senior Vice President, Transition Services @
- 2018 -2020 Vice President, Transitions @
- 2012 -2018 Director Of Client Services @ Keeney Financial Group
- 2011 -2012 Medical Device Sales Territory Manager @
- 2006 -2011 Wealth Advisor @ Integrated Financial Solutions, Inc.
Caitlin Douglas Education
- Harvard Business School Online
Certificate, Leadership Principles (Certificate, Leadership Principles)
2020-2020 - Ohio University
Bachelor of Business Administration - BBA (Bachelor of Business Administration - BBA, Finance)
2001-2005
Caitlin Douglas Skills
- Strategic Planning
- Management
- Compliance
- Operations Management
- Wealth Management
- Technology Integration
- Salesforce CRM
- Orion Advisor
Caitlin Douglas Summary
- Caitlin Douglas, based in Washington, DC, US, is currently a Founding Partner, Chief Operating Officer at Elevation Point. Caitlin Douglas brings experience from previous roles at Dynasty Financial Partners. Caitlin Douglas holds a 2020 - 2020 Certificate, Leadership Principles in Certificate, Leadership Principles @ Harvard Business School Online. With a robust skill set that includes Strategic Planning, Management, Compliance, Operations Management, Wealth Management and more. Caitlin Douglas has 2 emails and 2 mobile phone numbers on RocketReach.
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