Doug Wilson Email & Phone Number
Principal and Senior Vice President, Financial Services @ OneDigital Health and Benefits
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Doug Wilson Location
- Danvers, MA, US
Doug Wilson Work
- 2026 -now Principal and Senior Vice President, Financial Services @
- 2022 -2026 Vice President, Financial Advisor @
- 2017 -2023 Relationship Manager @ TimeScale Financial
- 2015 -2017 Regional Marketing Director | External Wholesaler @
- 2012 -2015 Senior Regional Marketing Associate | Internal Wholesaler @
- 2012 -2012 Dealer Marketing Services Representative @
Doug Wilson Education
- Boston University
Certificate (Financial Planning and Services)
2018-2020 - Boston College
Bachelor of Arts - BA
2008-2012 - St. John's Prep
High School Diploma
2004-2008 -
CERTIFIED FINANCIAL PLANNERâ„¢
Doug Wilson Skills
- Series 7
- Series 6
- Series 63
- Financial Services
- Mutual Funds
- Sales
- Microsoft Office
- Salesforce.com
- Microsoft Word
- Management
- Financial Planning
- PowerPoint
- Investments
- Marketing
- Banking
- Microsoft Excel
- Series 65
- Account Management
Doug Wilson Summary
- Doug Wilson, based in Danvers, MA, US, is currently a Principal and Senior Vice President, Financial Services at OneDigital. Doug Wilson brings experience from previous roles at OneDigital, TimeScale Financial and Putnam Investments. Doug Wilson holds a 2018 - 2020 Certificate in Financial Planning and Services @ Boston University. With a robust skill set that includes Series 7, Series 6, Series 63, Financial Services, Mutual Funds and more. Doug Wilson has 2 emails and 2 mobile phone numbers on RocketReach.
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