Doug Wheat Email & Phone Number

Director @ SRI World Group

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Doug Wheat Location

Northampton, MA, US

Doug Wheat Work

2023 - now Partner, Wealth Advisor @ Perigon Wealth Management, LLC
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2020 - 2023 Vice President, Sr. Wealth Advisor @ Goldman Sachs Personal Financial Management
2017 - 2021 Adjunct Professor - Financial Planning @ Elms College Business Division

2014 - 2020 Wealth Manager @ United Capital Financial Advisors, LLC
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2008 - 2014 Financial Planner @ Family Wealth Management, Inc.
2006 - 2008 Principal @ High Ridge Financial
2000 - now Director @ SRI World Group
1996 - now Marketing Manager @ UTC Fuel Cells
1989 - 1993 Economic Planner @ Camp Dresser & McKee

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Doug Wheat Education

Yale University - Yale School of Management
MBA
1993 - 1996
Yale School of the Environment
Masters of Environmental Management
1993 - 1996
Hobart and William Smith Colleges
BS
1986 - 1989

The University of Connecticut

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Doug Wheat Skills

Investments
Retirement Planning
Financial Planning

Tax Planning

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Doug Wheat Summary

Doug Wheat, based in Northampton, MA, US, is currently a Director at SRI World Group. Doug Wheat brings experience from previous roles at Perigon Wealth Management, LLC, Goldman Sachs Personal Financial Management, College of Our Lady of the Elms and United Capital Financial Advisers, LLC. Doug Wheat holds a 1993 - 1996 MBA @ Yale University - Yale School of Management. With a robust skill set that includes Investments, Retirement Planning, Financial Planning, Tax Planning and more. Doug Wheat has 3 emails on RocketReach.

Doug Wheat Emails

Found 3 emails

Doug Wheat Phone Numbers

Found 1 phone numbers

+1 413-587-XXXX

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Others Named Doug Wheat

Doug Wheat

Partner at Southlake Equity Group, LLC

Roanoke, TX, US
1
- gmail.com
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- +1 214-239-XXXX
- +1 214-239-XXXX
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Doug Wheat

Technology Architect and Sr. Manager at Accenture

Nashville, TN, US
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- gmail.com
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- +1 843-559-XXXX
- +1 843-793-XXXX
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Doug Wheat

Director at SRI World Group

Northampton, MA, US
3
- gmail.com
- perigonwealth.com
- perigonpartners.com
1
- +1 413-587-XXXX
Doug Wheat

Laboratory Instrument Specialist at IMTT

Gonzales, LA, US
1
- imtt.com
1
- +1 225-241-XXXX

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