Retirement Advisors Manager @ (July 2017 - June 2019)
Manager - Retirement Solutions Group @ (September 2015 - July 2017)
Senior Retirement Consultant @ (November 2014 - September 2015)
Retirement Associate @ (April 2013 - November 2014)
Retirement Counselor @ (June 2012 - April 2013)
Senior Retirement Plan Representative @ (November 2011 - June 2012)
Retirement Plan Representative @ (November 2009 - November 2011)
Client Services Representative @ (November 2008 - November 2009)
Financial Services Representative @ (June 2008 - September 2008)
Douglas H. Education
Merrimack College
Bachelor (Double Major: Finance, Economics)
2005-2009
Douglas H. Skills
401k
403 b
Analysis
Asset Allocation
Benefits Administration
Coaching
Customer Relations
Customer Retention
Customer Satisfaction
Customer Service
Employee Benefits
FINRA
FINRA Series 6
FINRA Series 63
Finance
Financial Analysis
Financial Services
Fixed Annuities
IRAs
Insurance
Investments
Leadership
Life Insurance
Management
Mentoring
Microsoft Excel
Microsoft Office
Microsoft Outlook
Microsoft Word
Outlook
PowerPoint
Qualified Retirement Plans
Relationship Management
Retirement
Retirement Planning
Sales
Salesforce.com
Securities
Series 24
Series 65
Series 7
Team Building
Training
Wealth Management
Word
Douglas H. Summary
Douglas H., based in Newburyport, MA, US, is currently a Vice President of Financial Planning and Growth at Empower. Douglas H. brings experience from previous roles at Empower. Douglas H. holds a 2005 - 2009 Bachelor in Double Major: Finance, Economics @ Merrimack College. With a robust skill set that includes 401k, 403 b, Analysis, Asset Allocation, Benefits Administration and more. Douglas H. has 1 emails on RocketReach.
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