Doug Burns Email & Phone Number
@stratoswealthpartners.com
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Who is Doug Burns? Overview
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Doug Burns is listed as Director of Supervision, CCO Stratos Wealth Securities at Stratos Wealth Partners, a company with 255 employees, based in Greater Cleveland, United States, United States. AeroLeads shows a work email signal at stratoswealthpartners.com and a matched LinkedIn profile for Doug Burns.
Doug Burns previously worked as Director of Supervision at Stratos Wealth Partners and Key Investment Services, LLC Vice President, Operations at Keybank. Doug Burns holds Master Of Business Administration - Mba from Cleveland State University.
Email format at Stratos Wealth Partners
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AeroLeads found 1 current-domain work email signal for Doug Burns. Compare company email patterns before reaching out.
About Doug Burns
I am a strategic financial services manager offering expertise in proactively managing daily operations, financial activities, customer service delivery, and staff development for investment advisory programs, including firm supervision oversight and production. My colleagues have recognized me as a valued business partner, effective communicator, and dynamic project manager known for cultivating strong relationships with internal and external stakeholders at all levels to identify issues and provide innovative solutions.
Listed skills include Business Administration, Leadership, Operations Management, Investments, and 3 others.
Doug Burns's current company
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Doug Burns work experience
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Director Of Supervision
Current- Securities offered through LPL Financial, member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Stratos Wealth Partners, Ltd., a.
- Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from.
Key Investment Services, Llc Vice President, Operations
Oversaw firm sales supervision, managing a team that maintains all brokerage, insurance, and investment advisory activity in 12 regions with over 1,000 sales representatives in the KIS footprint.
Senior Principal Review Desk Representative
Supervised a designated office region, performing daily oversight of account openings, blotters, advisory accounts, and insurance / annuity suitability reviews.
Operations Trading Desk Representative
Acted as the main contact for all sales representatives for trade guidance. Transitioned the employee stock options model over from McDonald Financial Group, during the divestiture to UBS. Oversaw activity in firm house accounts, error settlements, fixed income trading, employee stock options model, and advisory business.
Mcdonald Investments Employee Stock Option Plan Department
Serviced publicly trading company ESOP plans on an ongoing basis. Further developed the relationships with the company’s executive counsels.
Retail Bank Management
Doug Burns education
Master Of Business Administration - Mba
Bachelor Of Arts - Ba
Frequently asked questions about Doug Burns
Quick answers generated from the profile data available on this page.
What company does Doug Burns work for?
Doug Burns works for Stratos Wealth Partners.
What is Doug Burns's role at Stratos Wealth Partners?
Doug Burns is listed as Director of Supervision, CCO Stratos Wealth Securities at Stratos Wealth Partners.
What is Doug Burns's email address?
AeroLeads has found 1 work email signal at @stratoswealthpartners.com for Doug Burns at Stratos Wealth Partners.
Where is Doug Burns based?
Doug Burns is based in Greater Cleveland, United States, United States while working with Stratos Wealth Partners.
What companies has Doug Burns worked for?
Doug Burns has worked for Stratos Wealth Partners and Keybank.
How can I contact Doug Burns?
You can use AeroLeads to view verified contact signals for Doug Burns at Stratos Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Doug Burns attend?
Doug Burns holds Master Of Business Administration - Mba from Cleveland State University.
What skills is Doug Burns known for?
Doug Burns is listed with skills including Business Administration, Leadership, Operations Management, Investments, Finance, Financial Services, and Business Process Improvement.
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