Tommy Doukas Email & Phone Number
Director of Private Wealth Planning @ Capitas Financial
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Tommy Doukas Location
- Richmond, VA, US
Tommy Doukas Work
- 2017 -now Director of Private Wealth Planning @
- 2016 -2020 CEO @ Awesome Drop Media
- 2015 -2016 Financial Planner @
- 2008 -2016 Owner @ Silverton Group, LLC
- 2012 -2015 Agent @
- 2006 -2008 Partner @ VCM Partners
- 2003 -2006 CFO and vice president of brokerage @ IDX Capital / Axiom Global Partners
- 2003 -2005 Vice President @ AXIOM
- 2000 -2001 Controller Credit Default Swap Trading Desk @
- 1999 -2000 Associate @
Tommy Doukas Education
- Hofstra University
Bachelor of Business Administration (B.B.A.) (Banking and Finance)
1992-1996 - W. Tresper Clarke HS 1989-1992
Tommy Doukas Skills
- Insurance
- Retirement
- Investments
- Retirement Planning
- Small Business
- Estate Planning
- Succession Planning
- 401k Rollovers
- Asset Protection
- Licensed Life Insurance Agent
- Multi-generational Planning
- Protection Planning/family Security
- Time Management
- Wealth Preservation Planning
- Annuity Sales
- Gifting Strategies
- Key Person Protection
- Multi-generational wealth transfer
- Legacies
- Multitasking Skills
- Digital Media
- Video
Tommy Doukas Summary
- Tommy Doukas, based in Richmond, VA, US, is currently a Director of Private Wealth Planning at Capitas Financial. Tommy Doukas brings experience from previous roles at Awesome Drop Media, MassMutual Financial Group, Silverton Group, LLC and New York Life Insurance Company. Tommy Doukas holds a 1992 - 1996 Bachelor of Business Administration (B.B.A.) in Banking and Finance @ Hofstra University. With a robust skill set that includes Insurance, Retirement, Investments, Retirement Planning, Small Business and more. Tommy Doukas has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Tommy Doukas
Tommy Doukas
Director of Private Wealth Planning
Richmond, VA, US
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