Jack Dougherty Email & Phone Number
@stewardpartners.com
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Who is Jack Dougherty? Overview
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Jack Dougherty is listed as Financial Advisor at Glenwood Investment Group, LLC, a with 480 employees, based in Hampton, New Hampshire, United States. AeroLeads shows a work email signal at stewardpartners.com and a matched LinkedIn profile for Jack Dougherty.
Jack Dougherty previously worked as Financial Advisor at Baystate Financial and Partner | Vice President | Registered Client Administrative Manager at Steward Partners Global Advisory. Jack Dougherty holds Bachelor’S Degree from University Of Illinois Springfield.
Email format at Glenwood Investment Group, LLC
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About Jack Dougherty
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.I am licensed to sell insurance in AZ & NH. I am licensed to sell securities in NH & FL. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 1 Marina Park Drive 16th Floor Boston, MA 02210 617-585-4500
Jack Dougherty's current company
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Jack Dougherty work experience
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Financial Advisor
ONE CENTURY. ONE FOCUS.The culture at Baystate is a simple one—we’re a customer centric, full service financial firm.Building strong client relationships is our focus. Our firm has helped people pursue their financial and wealth management goals since 1901, and is committed to earning your trust by offering candid financial advice and proactive investment guidance.At Baystate, we go to great lengths to deliver the personalized attention and accessibility you deserve. We believe that a financial strategy is about more than managing money; it’s about providing you with guidance, insight, and results.Baystate is now New England’s largest privately-owned financial services firm, serving over 300,000 clients, and has 17 offices located throughout New England and Florida. We specialize in financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products.
Partner | Vice President | Registered Client Administrative Manager
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC.For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartnersis.com/Disclosures.10.htm.
Finance Manager
Complete and review paperwork, insuring accuracy and regulatory compliance. Assist customers with funding needs, including obtaining financing from lending institutions, structuring retail or lease terms, and offering valuable insurance products to protect customer investments. Extensive product knowledge of both high line vehicles and the insurance products unique to each model.
Finance Manager
Complete and review paperwork, insuring accuracy and regulatory compliance. Assist customers with funding needs, including obtaining financing from lending institutions, structuring retail or lease terms, and offering valuable insurance products to protect customer investments. Extensive product knowledge of both high line vehicles and the insurance products unique to each model.
Assistant Finance Manager/Bdc Representative
Contacted customers in regards to online and telephone inquiries. Followed up with unsold walk-in customers. Provided vehicle information, pricing, and scheduled appointments. Converted 50% of leads to appointments and averaged 50% of appointments converted to sales. Backed up the Finance office and contributed to an F&I department averaging $1,300 per vehicle retailed. Obtained financing for customers, structured retail and lease terms, completed and reviewed paperwork for accuracy, presented and sold valuable insurance products to customers, delivered vehicles in a timely manner.
Sales Representative
As a Harley-Davidson Sales Representative I was, above all else, expected to have a passion for the product that I was selling. With that comes an intimate knowledge of the product, both from research and personal experience. Throughout my history of sales experience with different companies, I have always had a deep belief that the product that I am selling is the absolute best that the market has to offer. Harley-Davidson is no exception. Being immersed in the 115 year history of the Motor Company helped me to sell not only the motorcycles, but the financing and insurance products, parts and accessories, and service products that Manchester Harley-Davidson has to offer. In my first year in the industry, I led my sales team in gross profit per unit. In my second year, I learned the in-and-outs of the financing and insurance aspects of the sales process. I was trained to submit credit applications, sell back-end products such as extended service contracts, GAP, and prepaid maintenance plans. I discussed APR, term, and payments with customers in order to find the right scenario to fit their budget. Customer satisfaction was also a key verifiable metric in which I was able to excel throughout my time here.
Website Admin/Graphic Designer
It/Qc Manager
Develop a comprehensive plan for integrating our brick and mortar operations with the rapidly growing online social media community. Creating a presence in the major social network platforms, as well as setting up e-commerce and creating and overseeing online ad campaigns. Also in charge of overseeing official website construction and maintanance, as well as handling all online customer service inquiries and orders.
Realtor
Finding clients the right home to meet their needs. Listing and showing properties for sellers. Showing properties to buyers. Creating comparative market analyses to determine relative values of properties. Continuing education conferences. Advertising clients homes in print newspapers as well as online. Hosting open-houses.
Service Advisor
Relay and interperate information passing between the customers and the technicians working on the vehicles. Selling service packages. Explaining maintenance and costs to customers.
Colleagues at Glenwood Investment Group, LLC
Other employees you can reach at baystatefinancial.com. View company contacts for 480 employees →
Roberta Zeliff
Colleague at Glenwood Investment Group, LlcGreater Boston, United States
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Jason Sebell
Colleague at Glenwood Investment Group, LlcGreater Boston, United States
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Greyson Lyons
Colleague at Glenwood Investment Group, LlcGreater Boston, United States
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Erinda Gjika
Colleague at Glenwood Investment Group, LlcFarmington, Connecticut, United States
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Susan Kreis
Colleague at Glenwood Investment Group, LlcSaugus, Massachusetts, United States
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Harriette Tenaglia
Colleague at Glenwood Investment Group, LlcGreater Boston, United States
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Bryan Morrell
Colleague at Glenwood Investment Group, LlcBoston, Massachusetts, United States
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Peter Petri
Colleague at Glenwood Investment Group, LlcGreater Boston, United States
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Brian Ford
Colleague at Glenwood Investment Group, LlcGreater Boston, United States
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Lauren Thibault
Colleague at Glenwood Investment Group, LlcBedford, New Hampshire, United States
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Jack Dougherty education
Frequently asked questions about Jack Dougherty
Quick answers generated from the profile data available on this page.
What company does Jack Dougherty work for?
Jack Dougherty works for Glenwood Investment Group, LLC.
What is Jack Dougherty's role at Glenwood Investment Group, LLC?
Jack Dougherty is listed as Financial Advisor at Glenwood Investment Group, LLC.
What is Jack Dougherty's email address?
AeroLeads has found 1 work email signal at @stewardpartners.com for Jack Dougherty at Glenwood Investment Group, LLC.
Where is Jack Dougherty based?
Jack Dougherty is based in Hampton, New Hampshire, United States while working with Glenwood Investment Group, LLC.
What companies has Jack Dougherty worked for?
Jack Dougherty has worked for Glenwood Investment Group, Llc, Baystate Financial, Steward Partners Global Advisory, Herb Chambers Porsche Of Boston, and Porsche Of Stratham.
Who are Jack Dougherty's colleagues at Glenwood Investment Group, LLC?
Jack Dougherty's colleagues at Glenwood Investment Group, LLC include Roberta Zeliff, Jason Sebell, Greyson Lyons, Erinda Gjika, and Susan Kreis.
How can I contact Jack Dougherty?
You can use AeroLeads to view verified contact signals for Jack Dougherty at Glenwood Investment Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jack Dougherty attend?
Jack Dougherty holds Bachelor’S Degree from University Of Illinois Springfield.
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