Independent Insurance Agent
Current
Katchen Financial
Independent Insurance Agent.Offering Life, Health, Disability and Annuities
Sep 2020 - Present
AeroLeads people directory · profile
Douglas Katchen Email & Phone Number
Independent Insurance Agent
at
Katchen Financial Group
2 work emails found
@wellsfargo.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Independent Insurance Agent
Location
North Port-Sarasota Area, United States
Who is Douglas Katchen? Overview
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Quick answer
Douglas Katchen is listed as Independent Insurance Agent at Katchen Financial Group, based in North Port-Sarasota Area, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Douglas Katchen.
Douglas Katchen previously worked as Independent Insurance Agent at Katchen Financial and Investment Advisor at Katchen Financial Group. Douglas Katchen holds Bachelor'S Degree, Accounting from Seton Hall University.
Company email context
Email format at Katchen Financial Group
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{first}.{last}@wellsfargo.com
89% confidence
AeroLeads found 2 current-domain work email signals for Douglas Katchen. Compare company email patterns before reaching out.
Profile bio
About Douglas Katchen
Independent Insurance agent. Katchen Financial Group is independent agency
Listed skills include Retirement, Retirement Planning, Series 7, Fixed Annuities, and 20 others.
Current workplace
Douglas Katchen's current company
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5 roles
Douglas Katchen work experience
A career timeline built from the work history available for this profile.
Cash Solution Consultant
Nov 2018 - Oct 2020
Cash Solutions Consultant
Nov 2018 - Sep 2020
Retirement Consultant/ Annuity Wholesaler
Responsible for overseeing and managing retirement products and solutions implementation across multiple Wells Fargo and legacy affiliate business in Florida.Provided unbiased approach with multiple annuity products, and assist advisors with technical questions on IRA's such as 72(t) distributions, Roths, RMD calculations and Stretch IRA strategies. Partner with Wells Fargo leadership teams and advisors to consistently gather more rollover assets
Apr 1997 - May 2016
1 education record
Douglas Katchen education
-
Seton Hall University
FAQ
Frequently asked questions about Douglas Katchen
Quick answers generated from the profile data available on this page.
What company does Douglas Katchen work for?
Douglas Katchen works for Katchen Financial Group.
What is Douglas Katchen's role at Katchen Financial Group?
Douglas Katchen is listed as Independent Insurance Agent at Katchen Financial Group.
What is Douglas Katchen's email address?
AeroLeads has found 2 work email signals at @wellsfargo.com for Douglas Katchen at Katchen Financial Group.
Where is Douglas Katchen based?
Douglas Katchen is based in North Port-Sarasota Area, United States while working with Katchen Financial Group.
What companies has Douglas Katchen worked for?
Douglas Katchen has worked for Katchen Financial, Katchen Financial Group, Raymond James, and Wells Fargo.
How can I contact Douglas Katchen?
You can use AeroLeads to view verified contact signals for Douglas Katchen at Katchen Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Douglas Katchen attend?
Douglas Katchen holds Bachelor'S Degree, Accounting from Seton Hall University.
What skills is Douglas Katchen known for?
Douglas Katchen is listed with skills including Retirement, Retirement Planning, Series 7, Fixed Annuities, Investments, Wealth Management, Series 63, and Mutual Funds.
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