Douglas Cole Email & Phone Number
Director of Investment Management @ Wilde Wealth Management Group
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Douglas Cole Location
- Phoenix, AZ, US
Douglas Cole Work
- 2014 -now Director of Investment Management @
- 2009 -2014 Chief Investment Officer @ Wealth Management International
- 1994 -2009 Managing Partner @ Glass Financial Services, Inc.
- 1990 -2009 Directeor of Investment Strategy and Managing Partner @ Glass Financial Services
Douglas Cole Education
- Thunderbird School of Global Management
Masters in International Management
1978-1978 - Brigham Young University
Bachelors of Arts (University Studies)
1972-1977
Douglas Cole Skills
- Series 7
- Investments
- Microsoft Excel
- Retirement Planning
- Wealth Management
- Strategic Planning
- Strategic Financial Planning
- Customer Service
- Mutual Funds
- Budgets
- Investment Advisory
- Portfolio Management
- Financial Modeling
- Microsoft Office
- Series 63
- Public Speaking
- Financial Reporting
- Asset Allocation
- Financial Analysis
- Insurance
- Investment Strategies
- Financial Advisory
- Asset Management
- Alternative Investments
- Hedge Funds
- Retirement
- Securities
- Fixed Annuities
- 401k
- Estate Planning
- Fixed Income
- Financial Planners
- Equities
- Financial Services
- Investment Management
- Wealth Management Services
- Finance
- Series 65
- Capital Markets
- Life Insurance
- ETFs
- Banking
- Series 24
- Uniform Combined State Law
- FINRA
- Relationship Management
- Separately Managed Accounts
- Due Diligence
- Series 6
- Risk Management
- Change Management
- Glass
- Management
- Services
Douglas Cole Summary
- Douglas Cole, based in Phoenix, AZ, US, is currently a Director of Investment Management at Wilde Wealth Management Group, Inc.. Douglas Cole brings experience from previous roles at Wealth Management International, Glass Financial Services, Inc. and Glass Financial Services. Douglas Cole holds a 1978 - 1978 Masters in International Management @ Thunderbird School of Global Management. With a robust skill set that includes Series 7, Investments, Microsoft Excel, Retirement Planning, Wealth Management and more. Douglas Cole has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Wilde Wealth Management Group Employees
Douglas Cole
Director of Investment Management
Phoenix, AZ, US
Trevor Wilde
CEO - Investment Advisor Representative
Phoenix, AZ, US
Mark Blaha
Recruiting and Marketing Associate
Phoenix, AZ, US
James Shipe
Wealth Management Advisor
Thousand Oaks, CA, US
Anthony Calhoun
Financial Advisor
Phoenix, AZ, US
Christian Diegel
Financial Advisor
Scottsdale, AZ, US
Jason Fial
Investment Advisor
Phoenix, AZ, US
Jeffrey Anthony
Partner - Wealth Management Advisor
Phoenix, AZ, US
Shane O'Keefe
Investment Advisor Representative
Scottsdale, AZ, US
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