Douglas Mitchell Email & Phone Number
Financial Advisor @ Symmetry Financial Solutions
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Douglas Mitchell Location
- Austin, TX, US
Douglas Mitchell Work
- 2023 -now Financial Advisor @
- 2013 -2023 Financial Advisor @ Austin Telco Retirement & Investment Services
- 2011 -2013 Financial Services Professional @
- 2007 -2011 National Sales Manager @ Mary Ann Liebert, Inc
- 2007 -2007 Sales Manager @
- 2005 -2007 Account Manager @
- 2000 -2005 Key and Global Account Manager @
- 1999 -2000 Healthcare Account Manager @ Medical Manager PCN INC.
- 1995 -1999 Account Manager @
- 1988 -1994 Territory Manager Pediatric Nutritional and Pharmaceutical Sales @
Douglas Mitchell Education
- Continuing Education
(Advanced Selling, Negotiation, Strategic Account Development)
1988-2012 - Texas A&M University
Bachelor Of Science (Floriculture)
1980-1984 - Spring HS
Douglas Mitchell Skills
- Financial Advisor
- IRAs
- 401k Rollovers
- Retirement Planning
- Financial Services
- Series 7
- Retirement Planning Services
- Trusts
- College Savings Plan
- Life Cycle Planning
- Mutual Funds
- Roth IRA
- Insurance
- Strategic Financial Planning
- Term Life Insurance
- Whole Life
- Fixed Annuities
- Life Insurance
- Saving for Education
- Strategy
- Salesforce.com
- Leadership
- Social Networking
- Start-ups
- CRM
- Program Management
- Business Planning
- Job Search Coach
- Community Outreach
- Sales Management
- Finance
- Sales
- Investments
- Dog Walking
- Marketing
- Universal Life
- Analysis
- Small Business
- Wealth
- Retirement
- Strategic Partnerships
- Management
- Strategic Planning
- Charitable Giving Strategies
- Wealth Preservation Strategies
- series 66
- College Savings Plans
- 401k rollover
- Microsoft Office
- Competitive Analysis
- Microsoft Excel
- Direct Sales
- Human Resources
- Research
- Fiduciary
- Sales Operations
- Negotiation
- Budgets
- Start Ups
- Financial Analysis
- Cold Calling
- Marketing Strategy
- Product Development
- Sales Process
- Customer Retention
Douglas Mitchell Summary
- Douglas Mitchell, based in Austin, TX, US, is currently a Financial Advisor at Symmetry Financial Solutions. Douglas Mitchell brings experience from previous roles at Austin Telco Retirement & Investment Services, New York Life Insurance Company, Mary Ann Liebert, Inc and Accucoms. Douglas Mitchell holds a 1988 - 2012 Continuing Education. With a robust skill set that includes Financial Advisor, IRAs, 401k Rollovers, Retirement Planning, Financial Services and more. Douglas Mitchell has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Symmetry Financial Solutions Employees
Stacy Smith
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Douglas Mitchell
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Austin, TX, US
Mike Achmar
Financial Advisor
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