Steve Dougan Email & Phone Number
Wealth Management @ Intelligence Driven Advisers (IDA)
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Steve Dougan Location
- United States
Steve Dougan Work
- Wealth Management @ (January 2026 - Present)
- Investment Advisor @ (January 2021 - January 2025)
- Senior Relationship Manager @ (January 2018 - January 2020)
- Senior Relationship Manager @ (January 2012 - January 2018)
Steve Dougan Education
- Seattle University
MBA (coursework)
- Washington State University
Bachelor of Business Administration - BBA (International Business & Finance)
- American College of Switzerland (ACS)
International Business
Steve Dougan Skills
- Account Executives
- Account Management
- Account Relationship
- Acquisitions
- Analytics
- Business Analysis
- Client Relations
- ClientSuccess
- Commercial Leasing
- Cross-functional Team Leadership
- Cryptocurrency
- Customer Retention
- Customer Service
- Data Analysis
- Data Entry
- Excel
- Financial Advisory
- Financial Modeling
- Financial Services
- Global Cross-Functional Team Leadership
- High-Level Relationship Management
- Insurance
- Investment Management
- Investments
- Lead Qualification
- Management
- Negotiations
- Nimble
- Onboarding
- Operations Management
- Portfolio Management
- Problem Solving
- Process Improvement
- Project Management
- Real Estate
- Real Estate Economics
- Real Estate Financing
- Real Estate Sales
- Relationship Management
- Reporting & Analysis
- Sales
- Sales Consulting
- Sales Management
- Salesforce.com
- Startups
- Strategic Account Development
- Strategic Planning
- Tableau
- Team Building
- Team Leadership
- Team Management
- Total Account Management
- Training
- Underwriting
- Vendor Management
Steve Dougan Summary
- Steve Dougan, based in United States, is currently a Wealth Management at IDA Wealth. Steve Dougan brings experience from previous roles at Doorvest, Loftium (acquired by Flyhomes) and AO Globe Life. Steve Dougan holds a MBA (coursework) @ Seattle University. With a robust skill set that includes Account Executives, Account Management, Account Relationship, Acquisitions, Analytics and more. Steve Dougan has 1 emails and 1 mobile phone numbers on RocketReach.
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