Kim Doumis Email & Phone Number
Chief Compliance Officer and IA Representative @ Oxbow Advisors
5 free lookup(s).
Kim Doumis Location
- Austin, TX, US
Kim Doumis Work
- 2017 - now Chief Compliance Officer and IA Representative @
- 2011 - 2017 V P Communications and IA Representative @
- 1998 - 2011 V P, CCO @ Garland Capital Management, Inc
- 1989 - 1998 CCO, Operations Manager @ Wakley & Roberton, Inc.
Kim Doumis Education
- City University of Seattle
Graduate (Financial Planning and Services)
Kim Doumis Skills
- Investment Advisory
- Asset Allocation
- Financial Advisory
- Investments
- Asset Managment
- Wealth Management
- Mutual Funds
- Securities
- Registered Investment Advisor
- Portfolio Management
- Wealth Preservation Planning
- Wealth Management Services
- Personal Financial Planning
- Investment Strategies
- Retirement Planning
- Series 63
- Wealth
- Marketing
- Marketing Communications
- Equities
- Asset Management
- Fixed Income
- Registered Investment
- Wealth Preservation
- Personal Financial
Kim Doumis Summary
- Kim Doumis, based in Austin, TX, US, is currently a Chief Compliance Officer and IA Representative at Oxbow Advisors. Kim Doumis brings experience from previous roles at Oxbow Advisors, LLC, Garland Capital Management, Inc and Wakley & Roberton, Inc.. Kim Doumis holds a Graduate in Financial Planning and Services @ City University of Seattle. With a robust skill set that includes Investment Advisory, Asset Allocation, Financial Advisory, Investments, Asset Managment and more. Kim Doumis has 2 emails and 2 mobile phone numbers on RocketReach.
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