Doug McPhail Email & Phone Number
Senior Director, Sales Engineering for Advisory and Wealth Management @ SS&C Black Diamond Wealth Solutions
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Doug McPhail Location
- Frisco, TX, US
Doug McPhail Work
- Senior Director, Sales Engineering for Advisory and Wealth Management @ (September 2015 - Present)
- Director of Sales Engineering @ Wealth Access, Inc. (March 2015 - September 2015)
- Sr. Solutions Consultant and Sales Engineer @ (April 2011 - March 2015)
- Electronic Trading Sales and Product Consulting @ (January 2008 - January 2010)
- Owner @ The Facial Shoppe (January 2005 - January 2009)
- Manager of Settlement Operations @ (January 2005 - January 2005)
- Sr. Trading Analyst @ (January 1996 - January 2005)
Doug McPhail Education
- University of Phoenix
MBA
2002-2004 - Arizona State University
Bachelor's degree (Finance, General)
1990-1995
Doug McPhail Skills
- Order Management
- Trading Systems
- Electronic Trading
- Customer Relations
- Equities
- Trading
- Process Improvement
- CRM
- Portfolio Management
- Strategy
- Product Management
- Asset Management
- Securities
Doug McPhail Summary
- Doug McPhail, based in Frisco, TX, US, is currently a Senior Director, Sales Engineering for Advisory and Wealth Management at SS&C Black Diamond Wealth Solutions. Doug McPhail brings experience from previous roles at Wealth Access, Inc., SS&C Black Diamond Wealth Solutions, Capital Institutional Services and The Facial Shoppe. Doug McPhail holds a 2002 - 2004 MBA @ University of Phoenix. With a robust skill set that includes Order Management, Trading Systems, Electronic Trading, Customer Relations, Equities and more. Doug McPhail has 1 emails and 3 mobile phone numbers on RocketReach.
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