2018 -2023 Associate Sales Manager @ Brinker Capital
2021 -2022 SVP, Associate National Sales Manager @
2019 -2021 Vice President of National Accounts and Internal Sales @ Brinker Capital
2014 -2018 Bank Channel Manager @
2008 -2014 Vice President, Manager of Internal Sales @ Lockwood Advisors, Inc., an affiliate of Pershing LLC, a BNY Mellon Company
2005 -2008 Business Development Associate @ Lockwood Advisors, Inc., an affiliate of Pershing LLC, a BNY Mellon Company
2002 -2005 Financial Advisor, Retirement Benefits Group @
Doug Ford Education
Penn State University
MBA (Finance)
2006-2009
University of Delaware
Bachelor of Arts (BA) (Biology/Biological Sciences, General)
1998-2002
Doug Ford Skills
FINRA
Sales
Separately Managed Accounts
Portfolio Management
Mutual Funds
Retirement Planning
Estate Planning
ETFs
Asset Allocation
Doug Ford Summary
Doug Ford, based in Malvern, PA, US, is currently a Senior Vice President, Relationship Management at FIDx. Doug Ford brings experience from previous roles at Orion and Brinker Capital. Doug Ford holds a 2006 - 2009 MBA in Finance @ Penn State University. With a robust skill set that includes FINRA, Sales, Separately Managed Accounts, Portfolio Management, Mutual Funds and more. Doug Ford has 3 emails and 2 mobile phone numbers on RocketReach.
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