Doug D.
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Doug D. Email & Phone Number

Leading efforts to structure, champion, and scale the Advisor Managed Portfolios platform for RIA firms of AssetMark at AssetMark
Location: Denver Metropolitan Area, United States, United States 10 work roles 2 schools
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Current company
AssetMark
Role
Leading efforts to structure, champion, and scale the Advisor Managed Portfolios platform for RIA firms of AssetMark
Location
Denver Metropolitan Area, United States, United States
Company size
640 employees

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Doug D. is listed as Leading efforts to structure, champion, and scale the Advisor Managed Portfolios platform for RIA firms of AssetMark at AssetMark, a company with 640 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Doug D..

Doug D. previously worked as Channel Development Manager at Assetmark and Business Owner - Airbnb SuperHost at Airbnb. Doug D. holds Mba, Marketing from University Of Michigan.

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AssetMark

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About Doug D.

Growth-focused sales manager and trusted partner in guiding advisors and firms to adopt new FinTech solutions for enhancing their business practices and client relationships. Leveraging 10 years of FinTech experience in sales, relationship building, and sales support. Self-starter, collaborator, and adaptable leader in complex environments.* Cultivate relationships via consultative process to understand business needs and goals, then position solutions and guide firms through business migration. * Lead territory for efficiently and effectively building and maintaining the right relationships, then delivering a service model of value add conversations and business change advice. * Securities Licensed - Series 7, 63, 66. Trained in Professional Selling System.

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AssetMark
Assetmark
Leading efforts to structure, champion, and scale the Advisor Managed Portfolios platform for RIA firms of AssetMark
concord, california, united states
Website
assetmark.com
Employees
640
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10 roles

Doug D. work experience

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

Channel Development Manager

Current
Assetmark

Denver, Colorado, United States

Mar 2022 - Present

Business Owner - Airbnb Superhost

Current
Airbnb

Denver, Colorado, United States

Design/build space for guest experience, target market on Airbnb. Awarded Superhost status at first review cycle and maintained since. 98% 5 star reviews with over 140 reviews.

Jun 2018 - Present

Sales Manager, Myrepchat

Ionlake

Denver, Colorado, United States

Account Management at startup FinTech with SaaS platform. Build relationships and drive adoption with RIAs and broker dealers at both enterprise and advisor levels. * Closed 900+ account subscriptions comprising enterprise agreements and individual users.* Manage 30+ enterprise accounts to increase adoption and strengthen firm relationships. * Built a new.

May 2020 - Mar 2022

Sr. Sales Consultant

Aivante

Denver, Colorado, United States

Business development for startup FinTech with SaaS tool designed for advisors to deepen relationships by personalizing client healthcare expense projections for improved retirement planning.

Nov 2019 - May 2020

Senior Advisory Business Consultant

National Planning Holdings (Nph)

Denver, CO

Consult advisors to scalably and efficiently adopt rep managed solutions on WealthONE, an $18B advisory FinTech platform using Envestnet technology. Ran region with $4B+ AUM. * Advised on business drivers for greater advisory usage and delivered office technology efficiency and business best practices for better managing client investments.* Developed.

Jan 2016 - Feb 2018

Regional Advisory Consultant, Wealthone Platform

National Planning Holdings (Nph)

Denver, CO

Successfully organized and led Great Lakes territory for WealthONE advisory FinTech platform. Educated advisors to migrate their business model to advisory and broaden usage in their business mix utilizing technology efficiencies. Drove 40% greater market share.* Guided advisors on practice management through the transformation process.* Organized new.

Jan 2014 - Dec 2016

Business Development Consultant, Wealthone Platform

National Planning Holdings (Nph)

Denver, CO

Promoted onto startup team for new advisory FinTech platform initiative. Successfully organized and led West territory for WealthONE platform using consultative sales process for building advisor relationships.* Effectively managed platform partners for advisor relationship strategies and sales generation. Grew 30+ new producers and recovered former users..

Aug 2010 - Dec 2013

Business Development Consultant, Variable Annuities

Jackson

Denver, CO

Grew variable annuity sales by prospecting advisors with no or limited relationships and former users. Coordinated focus with external and internal wholesaler team in two territories.* Developed over 130 brand new advisor relationships with over $55M in new production while supporting current producers. * 2010 results at 134% and 124% of plan. 2009 market.

Mar 2008 - Aug 2011

Financial Advisor

Ameriprise Financial Services, Inc.

Lone Tree, CO

Transitioned client book and implemented business plan for serving individual investors.* Developed relationships with tax professionals to build a client referral system.* Formed Client Advisory Board for input on business development and client services.

Sep 2006 - Mar 2008

Financial Advisor

Edward Jones

Centennial, CO

Built client book from scratch and opened new office providing financial services for individual investors. Proactively managed all phases of business development from prospect generation to client retention.* Developed and implemented marketing plans to grow client base. 95%+ retention.

Sep 2002 - Sep 2006
Team & coworkers

Colleagues at AssetMark

Other employees you can reach at assetmark.com. View company contacts for 640 employees →

JF Juliet Florence Juliet Florence Colleague at Assetmark Atlanta Metropolitan Area, United States View → JM Jared Miller Jared Miller Colleague at Assetmark Nashville, Tennessee, United States, United States View → DV David Valencia David Valencia Colleague at Assetmark Phoenix, Arizona, United States, United States View → KP Keith Parker, Cfa Keith Parker, Cfa Colleague at Assetmark San Francisco, California, United States, United States View → PG Padma Ganne Padma Ganne Colleague at Assetmark Atlanta Metropolitan Area, United States, United States View → AW Abbie Wolfe Abbie Wolfe Colleague at Assetmark Greater Phoenix Area, United States View → RL Robert Lima Robert Lima Colleague at Assetmark Schiller Park, Illinois, United States, United States View → RA Ryan Aulson, Caia Ryan Aulson, Caia Colleague at Assetmark New York City Metropolitan Area, United States, United States View → ES Erin Spice Erin Spice Colleague at Assetmark North Port-Sarasota Area, United States View → WC William Cassidy William Cassidy Colleague at Assetmark Lafayette, California, United States, United States View →
2 education records

Doug D. education

FAQ

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

What company does Doug D. work for?

Doug D. works for AssetMark.

What is Doug D.'s role at AssetMark?

Doug D. is listed as Leading efforts to structure, champion, and scale the Advisor Managed Portfolios platform for RIA firms of AssetMark at AssetMark.

Where is Doug D. based?

Doug D. is based in Denver Metropolitan Area, United States, United States while working with AssetMark.

What companies has Doug D. worked for?

Doug D. has worked for Assetmark, Airbnb, Ionlake, Aivante, and National Planning Holdings (Nph).

Who are Doug D.'s colleagues at AssetMark?

Doug D.'s colleagues at AssetMark include Juliet Florence, Jared Miller, David Valencia, Keith Parker, Cfa, and Padma Ganne.

How can I contact Doug D.?

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

What schools did Doug D. attend?

Doug D. holds Mba, Marketing from University Of Michigan.

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