Doug B.
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Doug B. Email & Phone Number

Director of Wealth Management Advisory Services-Registered Representative, Osaic Institutions at Alerus
Location: Denver Metropolitan Area, United States 7 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Alerus
Role
Director of Wealth Management Advisory Services-Registered Representative, Osaic Institutions
Location
Denver Metropolitan Area, United States
Company size
998 employees

Who is Doug B.? Overview

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Quick answer

Doug B. is listed as Director of Wealth Management Advisory Services-Registered Representative, Osaic Institutions at Alerus, a with 998 employees, based in Denver Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Doug B..

Doug B. previously worked as President at Arete Sport Denver and Lead Financial Advisor- Registered Representative, Osaic Institutions at Alerus. Doug B. holds Master Of Sport Coaching from University Of Denver.

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Email format at Alerus

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Alerus

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Profile bio

About Doug B.

CERTIFIED FINANCIAL PLANNER ™ professional with more than 18 years of experience leading successful teams. Key strengths in financial planning, banking and retirement services, and customer service. I am committed to helping clients succeed financially through partnership, collaboration, and education, further empowering them with financial solutions in the ever-changing marketplace. I received my B.A. from Regis University in Denver, CO with degrees in Criminal Justice and Spanish. I am also recently graduated with my M.A. in Sport Coaching from the University of Denver.

Current workplace

Doug B.'s current company

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Alerus
Alerus
Director of Wealth Management Advisory Services-Registered Representative, Osaic Institutions
Denver, CO, US
Website
alerus.com
Employees
998
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Company profile
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7 roles

Doug B. work experience

A career timeline built from the work history available for this profile.

Director Of Wealth Management Advisory Services-Registered Representative, Osaic Institutions

Alerus

Denver, Co, Us

President

Arete Sport Denver

Denver, Co, Us

Lead Financial Advisor- Registered Representative, Osaic Institutions

Alerus

Grand Forks, Nd, Us

• Lead Financial Advisors as they enhance existing relationships • Develop new consumer business opportunities• Mentor and coach ensuring financial advisors deliver comprehensive financial advice• Ensure efficient use of resources in serving our client needs• Manage a portfolio of affluent consumer relationships • Generate new business opportunities

President

Arete Sport Denver

Region Manager U.S. Bank Wealth Management

U.S. Bank

Minneapolis, Mn, Us

• Worked with teams to build strong relationships with affluent clients through deep profiling and gaining an understanding of clients’ unique financial goals resulting in $10.5 million in loan growth• Retained and grew affluent client portfolio of approximately 15,000 households by supervising fourteen three-person teams consisting of a Private Banking Relationship Manager, Investment Relationship Manager, and Private Client Associate• Coached teams to develop and implement financial plans for affluent clients through gathering client data and evaluating the client’s financial status with regular client financial plan reviews• Promoted building strong relationships with partners and the branch through leadership• Coached communication skills with teams which enables translation of complex financial topics into clear client communication

Mar 2013 - Jun 2022

District Manager

U.S. Bank

Minneapolis, Mn, Us

• Grew loans $19.5 million annually• Achieved checking and credit card goals • Increased PPI to $21.4 million at District level for 12 branches achieving 101%• Increased investment and insurance income to $84,663 achieving 117%• Coached as many as 19 Branch Managers bringing about more productive and effective branch leaders• Raised customer loyalty scores District wide

Oct 2007 - Mar 2013

Branch Manager

U.S. Bank

Minneapolis, Mn, Us

• Attained top 10% of Branch Managers within the company in first full year of employment and top twenty percent of Branch Managers seven out of eleven quarters • Achieved top tier in checking ccount goals through self-developed production and retention systems • Increased profitability in all five categories of the Branch Manager’s score card• Grew consumer loans $5.2 million annually• Developed referral sources leading to increased productivity with less outside sales• Led hiring panel for Personal Banker openings within the District resulting in a more qualified Personal Banker staff and less Personal Banker turnover

Apr 2004 - Oct 2007
Team & coworkers

Colleagues at Alerus

Other employees you can reach at alerus.com. View company contacts for 998 employees →

DH Doris Hancock Doris Hancock Colleague at AlerusEmerado, North Dakota, United States View → JS Joey Soderfelt Joey Soderfelt Colleague at AlerusGrand Forks, North Dakota, United States View → SE Shane Ewanika Shane Ewanika Colleague at AlerusGreater Minneapolis-St. Paul Area, United States View → DL Deb Luna Deb Luna Colleague at AlerusAlbert Lea, Minnesota, United States View → JP J Paul Herbst J Paul Herbst Colleague at AlerusGreater Minneapolis-St. Paul Area, United States View → PW Paula Williams Paula Williams Colleague at AlerusStillwater, Minnesota, United States View → KH Kim Hultgren Kim Hultgren Colleague at AlerusMinnetonka, Minnesota, United States View → DH Danielle Holm Danielle Holm Colleague at AlerusGreater Grand Forks Area, United States View → BM Bonnie M. Forbes, Qka Bonnie M. Forbes, Qka Colleague at AlerusHelena, Montana, United States View → JH Jackie Hoime Jackie Hoime Colleague at AlerusNorth Dakota, United States View →
3 education records

Doug B. education

Master Of Sport Coaching

University Of Denver

Ba, Criminal Justice

Regis University

Ba, Spanish

Regis University
FAQ

Frequently asked questions about Doug B.

Quick answers generated from the profile data available on this page.

What company does Doug B. work for?

Doug B. works for Alerus.

What is Doug B.'s role at Alerus?

Doug B. is listed as Director of Wealth Management Advisory Services-Registered Representative, Osaic Institutions at Alerus.

Where is Doug B. based?

Doug B. is based in Denver Metropolitan Area, United States while working with Alerus.

What companies has Doug B. worked for?

Doug B. has worked for Alerus, Arete Sport Denver, and U.S. Bank.

Who are Doug B.'s colleagues at Alerus?

Doug B.'s colleagues at Alerus include Doris Hancock, Joey Soderfelt, Shane Ewanika, Deb Luna, and J Paul Herbst.

How can I contact Doug B.?

You can use AeroLeads to view verified contact signals for Doug B. at Alerus, including work email, phone, and LinkedIn data when available.

What schools did Doug B. attend?

Doug B. holds Master Of Sport Coaching from University Of Denver.

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