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
- Founding Partner, Chief Operating Officer @ (September 2024 - Present)
- Managing Director, Transition Services and Co-Head of Service @ (March 2024 - September 2024)
- Director, Transition Services and Co-Head of Service @ (September 2023 - March 2024)
- Director, Head of Transition Services @ (February 2021 - September 2023)
- Head of Transition Services @ (August 2020 - February 2021)
- Senior Vice President, Transition Services @ (March 2020 - August 2020)
- Vice President, Transitions @ (November 2018 - March 2020)
- Director Of Client Services @ Keeney Financial Group (August 2012 - October 2018)
- Medical Device Sales Territory Manager @ (January 2011 - January 2012)
- Wealth Advisor @ Integrated Financial Solutions, Inc. (January 2006 - January 2011)
Caitlin Douglas Education
- Harvard Business School Online
Certificate (Leadership Principles)
2020-2020 - Ohio University
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 in 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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