Brian Douglass, Cfp®, Ea Email & Phone Number

Many are knowledgeable about Retirement Planning ... Few are as Passionate! Our firm is breaking through to the next level. I am helping our CEO lead the change required to evolve from a hybrid to full RIA only institutional firm. Our goal is to lower cost and increase options for our advisory client families in formulating their tax-efficient individualized retirement plan.Operations and compliance are my specialties, with a good dose of accounting acumen to create a once-and-done metric-driven operating environment and team.My mantra is that every system, to be effective, must incorporate a feedback loop for constant improvements in efficiency, progress in metrics, and to reach and maintain Gold Standard service levels with proactive advice.Proven team builder with 5 major promotions in 10 years at prior company. The trusted 'Go To' manager on critical projects for senior and executive management. Ten years of progressive responsibility in home office supervision, systems, and auditing with a publicly-held insurance holding company. Selected by executive management to merge and build a multi-department property & casualty insurance operations team. Exceptional accounting acumen, experience, and presentation skills. Strong theoretical foundation and broad practical experience in financial statement preparation, reporting, and compliance.Specialties: Company-wide operations integrator, Corporate compliance and financial regulatory audit liaison, Automation of underwriting & policy processing systems, Financial statement preparation, reporting and interpretation, Internal auditing, GAAP, SAP, Statutory accounting, Accounting systems conversions, Data mining (SQL), Transaction analysis, Insurance coverage & contracts, Actuarial based rate-making & negotiation of reinsurance arrangements, Vendor selection and negotiation, Sustainable resource management, Mentoring & cross-training of team members to reach the next level.

Listed skills include Ms Access, Difficult Reconcialiations, Insurance, Actuarial Reserving, and 27 others.