Chief Financial Officer
Current
Jul 2016 - Present
AeroLeads people directory · profile
Doug Hendrickson Email & Phone Number
Simplifying financial complexity as CFO of Aspiriant
at
Aspiriant
1 work email found
@aspiriant.com
7 phones found area 415 and 310
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Simplifying financial complexity as CFO of Aspiriant
Location
San Francisco Bay Area, United States, United States
Company size
Who is Doug Hendrickson? Overview
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Quick answer
Doug Hendrickson is listed as Simplifying financial complexity as CFO of Aspiriant at Aspiriant, a company with 181 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at aspiriant.com, phone signal with area code 415, 310, and a matched LinkedIn profile for Doug Hendrickson.
Doug Hendrickson previously worked as Chief Financial Officer at Aspiriant and Acting Chief Financial Officer at Cetera Financial Group. Doug Hendrickson holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from Stanford Graduate School Of Business.
Company email context
Email format at Aspiriant
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{first_initial}{last}@aspiriant.com
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Profile bio
About Doug Hendrickson
Growing up, I always enjoyed my studies in economics and finance. Uncovering the key factors and differentiators that made some companies more successful than others always intrigued me. It was like a hunt for answers — and it’s something that I find myself doing every day at Aspiriant. A technology executive doesn’t have the same needs as a family faced with planning across multiple generations, nor does a retiree or an entrepreneur. Together as a team, we’re committed to searching for the right answers for each of our unique clients. I’m fortunate to work for a firm that can provide clients with a breadth of knowledge in wealth planning, powered by some of the most talented and seasoned advisors in the industry. As the firm’s Chief Financial Officer, I use my experience in this dynamic, complex and rapidly evolving business environment to help our leadership, employees, and owners better connect the dots and position our teams to succeed. Ultimately, my goal is to tie those activities back into doing what’s best for our clients — always. As CFO, I touch nearly every facet of the firm, and I enjoy bringing the pieces together effectively. I love translating complex financial issues into clear and meaningful concepts that others can understand.Outside of Aspiriant, I spend every moment I can focusing on what’s most important to me: my family. I enjoy tackling the (sometimes endless) remodeling of my 1920s-era home and traveling to interesting destinations with my wife and two daughters.Important Disclosures: http://ow.ly/vBMiR
Listed skills include Strategy, Financial Modeling, Finance, Management, and 13 others.
Current workplace
Doug Hendrickson's current company
Company context helps verify the profile and gives searchers a useful next step.
Aspiriant
7 roles · 36 years
Doug Hendrickson work experience
A career timeline built from the work history available for this profile.
Acting Chief Financial Officer
Led all financial activities (Accounting, Audit, Tax, FP&A, M&A, Strategic Planning) for this $2B company, spanning 10 broker-dealer entities with coverage throughout the country. Guided the organization through a complex bankruptcy, leading to a successful emergence in May 2016 as a newly capitalized private company.
Mar 2016 - Jun 2016
Group Cfo - Retail Brokerage, Wealth Management, Product Innovation
- Retail Brokerage and Marketing Divisions 2013-2015- Product Development and Strategy (Shared Strategic Services) Division 2007-2011- Corporate Services (HR, Legal, Finance, Risk Management, Executive) Divisions 2010-2012- Windhaven Investment Management Division 2010-2011I led finance for Schwab's largest division ($4.5B in revenue) across areas.
2007 - 2015
~8 yrs
Vice President Of Finance And Strategy - Corporate Planning, Bank, Ria Custody
- Corporate Planning, Profitability Analysis & Management Reporting 2011-2013- Charles Schwab Bank 2007-2011- Schwab Institutional/Schwab Advisor Services 2004-2007I led all day-to-day activities for the annual financial and capital plans, incorporating revenue growth targets and expense management initiatives, and submitted plans to the Federal Reserve..
2004 - 2013
~9 yrs
Managing Director | Senior Team Manager
- Schwab Technology Services 2003-2004- Schwab Advisor Services 2000-2003- Schwab Retirement Plan Services 1999-2001- Profitability Analysis Team 1997-1999I designed and built an industry leading client profitability and information system, combining historical profitability data for every client with what-if type scenario modeling for future business..
1997 - 2004
~7 yrs
Consultant/Senior Consultant - Economic Analysis Group
I participated in over 30 client consulting projects, performing extensive reviews of international companies' transfer pricing activities. Through detailed valuation of license agreements and other intangibles, I helped deliver over $100MM in real tax savings for companies in the automotive, consumer electronics, industrial manufacturing, paper and pulp.
1991 - 1995
~4 yrs
Research Analyst
I used advanced statistical software packages to analyze data for publication on various domestic U.S. macroeconomic policy issues. Worked directly with Harvard economist/future Treasury Secretary Larry Summers, MIT economist James Poterba, and Berkeley Economist Brad Delong,
1990 - 1991
~1 yr
Team & coworkers
Colleagues at Aspiriant
Other employees you can reach at aspiriant.com. View company contacts for 181 employees →
AM
Al Murillo
Colleague at Aspiriant
Los Angeles, California, United States, United States
View →
JS
Jason Stujenske
Colleague at Aspiriant
Menomonee Falls, Wisconsin, United States, United States
View →
JM
Joseph Maniego
Colleague at Aspiriant
Austin, Texas, United States, United States
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LM
Lisa M. Colletti, Jd, Cfp®
Colleague at Aspiriant
Garden City, New York, United States, United States
View →
DM
Dean Mckenzie
Colleague at Aspiriant
Cincinnati, Ohio, United States, United States
View →
RH
Rachel H.
Colleague at Aspiriant
Los Angeles Metropolitan Area, United States
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MF
Michael Fitzhugh Cfp, Mba
Colleague at Aspiriant
San Francisco, California, United States, United States
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ZW
Zach Windes
Colleague at Aspiriant
San Francisco, California, United States, United States
View →
MS
Matthew Sharp, Cfp®
Colleague at Aspiriant
San Francisco, California, United States, United States
View →
AC
Aki C.
Colleague at Aspiriant
Rancho Santa Margarita, California, United States, United States
View →
Al Murillo
Colleague at Aspiriant
Los Angeles, California, United States, United States
View →
JS
Jason Stujenske
Colleague at Aspiriant
Menomonee Falls, Wisconsin, United States, United States
View →
JM
Joseph Maniego
Colleague at Aspiriant
Austin, Texas, United States, United States
View →
LM
Lisa M. Colletti, Jd, Cfp®
Colleague at Aspiriant
Garden City, New York, United States, United States
View →
DM
Dean Mckenzie
Colleague at Aspiriant
Cincinnati, Ohio, United States, United States
View →
RH
Rachel H.
Colleague at Aspiriant
Los Angeles Metropolitan Area, United States
View →
MF
Michael Fitzhugh Cfp, Mba
Colleague at Aspiriant
San Francisco, California, United States, United States
View →
ZW
Zach Windes
Colleague at Aspiriant
San Francisco, California, United States, United States
View →
MS
Matthew Sharp, Cfp®
Colleague at Aspiriant
San Francisco, California, United States, United States
View →
AC
Aki C.
Colleague at Aspiriant
Rancho Santa Margarita, California, United States, United States
View →
2 education records
Doug Hendrickson education
Master Of Business Administration (M.B.A.), Business Administration And Management, General
Bachelor Of Arts (Ba) Cum Laude, Economics
FAQ
Frequently asked questions about Doug Hendrickson
Quick answers generated from the profile data available on this page.
What company does Doug Hendrickson work for?
Doug Hendrickson works for Aspiriant.
What is Doug Hendrickson's role at Aspiriant?
Doug Hendrickson is listed as Simplifying financial complexity as CFO of Aspiriant at Aspiriant.
What is Doug Hendrickson's email address?
AeroLeads has found 1 work email signal at @aspiriant.com for Doug Hendrickson at Aspiriant.
What is Doug Hendrickson's phone number?
AeroLeads has found 7 phone signal(s) with area code 415, 310 for Doug Hendrickson at Aspiriant.
Where is Doug Hendrickson based?
Doug Hendrickson is based in San Francisco Bay Area, United States, United States while working with Aspiriant.
What companies has Doug Hendrickson worked for?
Doug Hendrickson has worked for Aspiriant, Cetera Financial Group, Charles Schwab, Arthur Andersen & Co., and National Bureau Of Economic Research.
Who are Doug Hendrickson's colleagues at Aspiriant?
Doug Hendrickson's colleagues at Aspiriant include Al Murillo, Jason Stujenske, Joseph Maniego, Lisa M. Colletti, Jd, Cfp®, and Dean Mckenzie.
How can I contact Doug Hendrickson?
You can use AeroLeads to view verified contact signals for Doug Hendrickson at Aspiriant, including work email, phone, and LinkedIn data when available.
What schools did Doug Hendrickson attend?
Doug Hendrickson holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from Stanford Graduate School Of Business.
What skills is Doug Hendrickson known for?
Doug Hendrickson is listed with skills including Strategy, Financial Modeling, Finance, Management, Financial Analysis, Financial Services, Financial Planning, and Investments.
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