SVP, Regional Sales Manager @ (January 2022 - January 2025)
SVP, Associate National Sales Manager @ (January 2021 - January 2022)
Associate Sales Manager @ Brinker Capital (May 2018 - January 2023)
Vice President of National Accounts and Internal Sales @ Brinker Capital (July 2019 - January 2021)
Bank Channel Manager @ (October 2014 - May 2018)
Vice President, Manager of Internal Sales @ Lockwood Advisors, Inc., an affiliate of Pershing LLC, a BNY Mellon Company (March 2008 - October 2014)
Business Development Associate @ Lockwood Advisors, Inc., an affiliate of Pershing LLC, a BNY Mellon Company (September 2005 - March 2008)
Financial Advisor, Retirement Benefits Group @ (October 2002 - September 2005)
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 2 emails and 2 mobile phone numbers on RocketReach.
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