Douglas Wells's Location
Akron, OH, US
Douglas Wells's Work
- Managing Director @ Wells Trecaso Financial Group
- Senior Vice President - Portfolio Management Director @ Morgan Stanley
- Senior Vice President-Senior Portfolio Manager @ UBS
Douglas Wells's Education
- The Ohio State University - The Max M. Fisher College of Business
BA (Business Administration, Finance and Economics)
1973 - 1977
Douglas Wells's Skills
- Equities
- Portfolio Management
- Investments
- Fixed Income
- Strategic Planning
- Financial Analysis
- Series 7
- Wealth Management
- Financial Planning
- Mutual Funds
Douglas Wells's Summary
Douglas Wells, based in Akron, OH, US, is currently a Managing Director at Wells Trecaso Financial Group, bringing experience from previous roles at Morgan Stanley and UBS. Douglas Wells holds a 1973 - 1977 BA in Business Administration, Finance and Economics @ The Ohio State University - The Max M. Fisher College of Business. With a robust skill set that includes Equities, Portfolio Management, Investments, Fixed Income, Strategic Planning and more, Douglas Wells contributes valuable insights to the industry. Douglas Wells has 1 email on RocketReach.
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