Business Development Consultant, WealthONE platform @ (August 2010 - December 2013)
Business Development Consultant, Variable Annuities @ (March 2008 - August 2011)
Financial Advisor @ (September 2006 - March 2008)
Financial Advisor @ (September 2002 - September 2006)
Doug D Education
Miami University
BA (Economics and German)
University of Michigan
MBA (Marketing)
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 BA in Economics and German @ Miami University. 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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