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
- 2015 -now Senior Director, Sales Engineering for Advisory and Wealth Management @
- 2015 -2015 Director of Sales Engineering @
- 2011 -2015 Sr. Solutions Consultant and Sales Engineer @
- 2008 -2010 Electronic Trading Sales and Product Consulting @
- 2005 -2009 Owner @ The Facial Shoppe
- 2005 -2005 Manager of Settlement Operations @
- 1996 -2005 Sr. Trading Analyst @
Doug McPhail Education
- University of Phoenix 2002-2004
- Arizona State University 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 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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