Doug Lewis Email & Phone Number
VP Wholesaler @ Columbia Threadneedle Investments
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Doug Lewis Location
- Carlsbad, CA, US
Doug Lewis Work
- VP Wholesaler @ (September 2004 - Present)
- Wholesaler @ Hartford Investments (June 2000 - September 2004)
- Officer @ (May 1985 - September 1988)
Doug Lewis Education
- San Diego State University
Master of Business Administration (MBA) (Finance, General)
1989-2006 - The University of North Carolina at Chapel Hill
Bachelor's degree (Journalism)
1981-1985
Doug Lewis Skills
- Asset Allocation
- Asset Management
- Equities
- Fixed Income
- Investments
- Mutual Funds
- Retirement Planning
- Series 6
- Series 63
- Series 7
- Uniform Combined State Law
- Fixed Annuities
- Strategic Financial Planning
- Management
- Alternative Investments
- Microsoft Excel
- Navy
- Leadership
- Project Management
- Wealth Management
- Series 65
- Microsoft Office
- Customer Service
- Financial Planning
- Portfolio Management
- Life Insurance
Doug Lewis Summary
- Doug Lewis, based in Carlsbad, CA, US, is currently a VP Wholesaler at Columbia Management. Doug Lewis brings experience from previous roles at Hartford Investments and US Navy. Doug Lewis holds a 1989 - 2006 Master of Business Administration (MBA) in Finance, General @ San Diego State University. With a robust skill set that includes Asset Allocation, Asset Management, Equities, Fixed Income, Investments and more. Doug Lewis has 4 emails and 1 mobile phone numbers on RocketReach.
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