Trent Douglas Location
Atlanta, GA, US
Trent Douglas Work
- 2023 - now Managing Director- Private Advisor @ Rockefeller & Co., Inc.
- 2014 - 2023 Managing Director- Wealth Management @ UBS Group AG
- 2001 - 2014 Senior Financial Advisor- Vice President @ Merrill Lynch
Trent Douglas Education
- Clemson University - College of Business
BS (Financial Management)
1997 - 2001
Trent Douglas Skills
- Asset Allocation
- Investments
- Mutual Funds
- Retirement Planning
- Series 63
- Series 7
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Wealth Management
Trent Douglas Summary
Trent Douglas, based in Atlanta, GA, US, is currently a Managing Director- Private Advisor at Rockefeller Capital Management. Trent Douglas brings experience from previous roles at UBS and Merrill Lynch. Trent Douglas holds a 1997 - 2001 BS in Financial Management @ Clemson University - College of Business. With a robust skill set that includes Asset Allocation, Investments, Mutual Funds, Retirement Planning, Series 63 and more. Trent Douglas has 1 emails on RocketReach.
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