Jay Douglas Email & Phone Number
VP Specialty Lending @ Oak Street Funding
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Jay Douglas Location
- Indianapolis, IN, US
Jay Douglas Work
- VP Specialty Lending @ (October 2025 - Present)
- Wealth Management Advisor @ Wise Financial - Northwestern Mutual Private Client Group (November 2024 - August 2025)
- Internal Wholesaler @ (December 2019 - April 2024)
- General Manager @ Strategic Investment Capital, LLC (January 2016 - December 2019)
- Vice President and Advisor @ (January 2013 - January 2016)
- Senior Financial Analyst @ (January 2010 - January 2011)
- Branch Manager @ (January 2004 - January 2008)
Jay Douglas Education
- Indiana University - Kelley School of Business
Master of Business Administration - MBA (Finance)
2007-2010 - Ohio Wesleyan University
Bachelor of Arts - BA (Economics Management)
2000-2004
Jay Douglas Skills
- 401(k) Retirement Savings Plans
- Account Management
- Analytical Skills
- Attention to Detail
- Balance Sheet Review
- Business Development
- Business Planning
- Coaching
- Commercial Banking
- Commercial Real Estate
- Communication
- Complex Sales
- Consultative Selling
- Customer Satisfaction
- Deal Closure
- Exceed Sales Goals
- FINRA
- Family Wealth Management
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Statements
- Independent Financial Advice
- Information Technology
- Interpersonal Communication
- Investment Advisory Services
- Mutual Funds
- New Business Development
- Non-profit Finance
- People Management
- Planning Advice
- Portfolio Management
- Portfolio Optimization
- Presentations
- Private Wealth Management
- Real Estate Investment Consulting
- Retail Banking
- Sales
- Sales Planning
- Sales Presentations
- Sales Processes
- Sales Prospecting
- Sales and Marketing
- Teaching
- Team Leadership
- Teamwork
- Wealth Management Services
Jay Douglas Summary
- Jay Douglas, based in Indianapolis, IN, US, is currently a VP Specialty Lending at Oak Street Funding. Jay Douglas brings experience from previous roles at Wise Financial - Northwestern Mutual Private Client Group, Capital Group, Strategic Investment Capital, LLC and SVN | Northco Real Estate Services. Jay Douglas holds a 2007 - 2010 Master of Business Administration - MBA in Finance @ Indiana University - Kelley School of Business. With a robust skill set that includes 401(k) Retirement Savings Plans, Account Management, Analytical Skills, Attention to Detail, Balance Sheet Review and more. Jay Douglas has 1 emails and 2 mobile phone numbers on RocketReach.
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