Douglas Katchen

Douglas Katchen Email and Phone Number

Observer @ Katchen Financial Group
Douglas Katchen's Location
North Port-Sarasota Area, United States, United States
Douglas Katchen's Contact Details

Douglas Katchen personal email

n/a
About Douglas Katchen

Independent Insurance agent. Katchen Financial Group is independent agency

Douglas Katchen's Current Company Details
Katchen Financial Group

Katchen Financial Group

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Observer
Douglas Katchen Work Experience Details
  • Katchen Financial
    Independent Insurance Agent
    Katchen Financial Sep 2020 - Present
    Independent Insurance Agent.Offering Life, Health, Disability and Annuities
  • Katchen Financial Group
    Investment Advisor
    Katchen Financial Group Mar 2016 - Present
    VP Sales investments, insurance, annuities
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  • Raymond James
    Cash Solution Consultant
    Raymond James Nov 2018 - Oct 2020
    St. Petersburg, Florida, Us
    View
  • Raymond James
    Cash Solutions Consultant
    Raymond James Nov 2018 - Sep 2020
    St. Petersburg, Florida, Us
    View
  • Wells Fargo
    Retirement Consultant/ Annuity Wholesaler
    Wells Fargo Apr 1997 - May 2016
    San Francisco, California, Us
    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
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Douglas Katchen Skills

Retirement Retirement Planning Series 7 Fixed Annuities Investments Wealth Management Series 63 Mutual Funds Insurance Variable Annuities Financial Services Iras Life Insurance 401k Indexed Annuities Annuity Sales Retirement Plan Consulting Retirement Income Strategies Retirement Solutions Marketing Strategy Roth Ira Rmds Financial Planning Securities Regulation

Douglas Katchen Education Details

  • Seton Hall University
    Seton Hall University
    Accounting

Frequently Asked Questions about Douglas Katchen

What company does Douglas Katchen work for?

Douglas Katchen works for Katchen Financial Group

What is Douglas Katchen's role at the current company?

Douglas Katchen's current role is Observer.

What is Douglas Katchen's email address?

Douglas Katchen's email address is do****@****mes.com

What schools did Douglas Katchen attend?

Douglas Katchen attended Seton Hall University.

What are some of Douglas Katchen's interests?

Douglas Katchen has interest in Children, Environment, Human Rights, Animal Welfare, Health.

What skills is Douglas Katchen known for?

Douglas Katchen has skills like Retirement, Retirement Planning, Series 7, Fixed Annuities, Investments, Wealth Management, Series 63, Mutual Funds, Insurance, Variable Annuities, Financial Services, Iras.

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