2010 -2013 Business Development Consultant, WealthONE platform @
2008 -2011 Business Development Consultant, Variable Annuities @
2006 -2008 Financial Advisor @
2002 -2006 Financial Advisor @
Doug D Education
University of Michigan
MBA (Marketing)
Miami University
BA (Economics and German)
Doug D Skills
Financial Advisory
Business Development
Consultative Sales Professional
Wealth Management
Financial Services
Sales
Salesforce.com
Annuities
Series 7
Series 66
Asset Management
Product Launch
Portfolio Management
Fixed Annuities
Investments
Mutual Funds
CRM
Asset Allocation
Retirement Planning
Financial Planning
Finance
Securities
Investment Advisory
Personal Development
Doug D Summary
Doug D, based in Denver, CO, US, is currently a Channel Development Manager at AssetMark. Doug D brings experience from previous roles at Airbnb, ionlake, Aivante and National Planning Holdings (NPH). Doug D holds a MBA in Marketing @ University of Michigan. With a robust skill set that includes Financial Advisory, Business Development, Consultative Sales Professional, Wealth Management, Financial Services and more. Doug D has 1 mobile phone numbers on RocketReach.
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