Douglas Gilbert Email & Phone Number
Senior Vice President of Sales @ Mercer Advisors
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Douglas Gilbert Location
- Omaha, NE, US
Douglas Gilbert Work
- Senior Vice President of Sales @ (April 2022 - Present)
- Regional Vice President @ (June 2013 - Present)
- Regional Vice President and Branch Manager @ (July 2017 - January 2023)
- Associate VIce President-Private Client Advisor @ (March 2012 - January 2013)
- Private Client Associate Advisor and Planning and Insurance Specialist @ First National Wealth Advisors (July 2008 - March 2012)
- Wealth Advisor @ (April 2006 - May 2008)
- Co-Owner @ (July 2006 - January 2007)
- Finacial Representative @ Benchmark Financial LLC (August 2004 - March 2006)
- Finacial Representative @ (May 2001 - August 2004)
Douglas Gilbert Education
- Wayne State College
BS (Business Administration and Marketing)
1997-2001
Douglas Gilbert Skills
- Family Wealth Management
- Fiduciary
- Private Wealth Management
- Trust Services
- Investment Advisory
- Asset Management
- Registered Investment Advisor
- Private Client Services
- Wealth Management
- Financial Planning
- Estate Planning
- Foundation Management
- Insurance Planning
- New Business Development
- Relationship Management
- Strategic Financial Planning
- Financial Planners
- Private Clients
- Wealth Management Services
- Wealth
- Financial Advisory
- Mutual Funds
- Retirement
- Fixed Annuities
- Non-profit Administration
- Insurance
- Retirement Planning
- Investments
- Non Profit Administration
- Business Development
- Strategy
- Financial Services
- Microsoft Word
- Microsoft Excel
- Customer Service
- Project Management
- Services
- RIA
- Dealers
Douglas Gilbert Summary
- Douglas Gilbert, based in Omaha, NE, US, is currently a Senior Vice President of Sales at Mercer Advisors. Douglas Gilbert brings experience from previous roles at Mercer Advisors, Westwood Holdings Group, Inc. and First National Wealth Advisors. Douglas Gilbert holds a 1997 - 2001 BS in Business Administration and Marketing @ Wayne State College. With a robust skill set that includes Family Wealth Management, Fiduciary, Private Wealth Management, Trust Services, Investment Advisory and more. Douglas Gilbert has 4 emails and 2 mobile phone numbers on RocketReach.
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