Some insight into me. Foremost, I love to learn; learn about new process, new innovations, recent technologies and different ways to approach and solve questions. I am confident that it is this thirst for knowledge that has propelled me throughout my career. Currently, I am transitioning from business ownership, to open the door to my next chapter. I am a seasoned executive with decades of broad business experiences. I bring a different perspective to virtually any situation drawing upon multiple disciplines across diverse industries. My passion is to draw upon this vast catalogue of capabilities to identify and propagate solutions for problematic issues within companies, whether they be operational, financial or related to human capital then address these issues with the same sensitivity and moral compass that has successfully guided me thus far. As a young professional, I was introduced to some influential executives in the real estate industry. They recognized my name and suggested that they knew my father. I said “well, yes, he is my father.” I did not know what to expect. The gentleman’s response was, “You are a lucky man, he is one of the good guys.” I have never forgotten that nor my roots and have used that experience as my north star in all situations, whether professional or personal. It is my intent to bring this ethos into the next chapter of my career. I have done my best to instill this philosophy in those around me to foster open communication, transparency and best practice as a team to work toward the solution that best meets the needs of the business and the clients.
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Avp Citizens BankCitizens Jul 2023 - PresentProvidence, Rhode Island, UsLeadership & Team Management - Proven leadership experience in managing, motivating, and mentoring teams to achieve business objectives. - Skilled in conducting performance reviews and holding team members accountable for meeting goals. - Expertise in building and leading successful business development teams. Wealth Management Expertise - In-depth knowledge of wealth management regulations, practices, and tailored financial planning solutions. - Proficient in investment management, trust and estate services, and comprehensive financial planning. - Skilled in analyzing and enhancing account profitability. Business Development & Strategy - Demonstrated success in developing and implementing strategic business plans. - Experienced in building partnerships with Centers of Influence (e.g., accountants, attorneys). - Adept at creating marketing programs to enhance public image and business growth. Interpersonal & Communication Skills - Exceptional interpersonal and communication skills for building and maintaining strong relationships with clients, colleagues, and stakeholders. - Collaborative team player with the ability to influence and work effectively across organizational levels. - Proficient in conducting planning sessions and preparing reports for senior management. Financial & Analytical Skills - Competent in projecting income, revenue, and expenses to maintain market profitability. - Experienced in evaluating account profitability and implementing action plans for underperforming accounts. Creativity & Problem-Solving - Innovative in developing client-specific solutions to meet diverse needs. - Resourceful problem-solver capable of navigating fast-paced, dynamic environments. - Proficient in strategic business planning as part of management strategy. -
Agency OwnerAllstate Dec 2011 - May 2023Northbrook, Il, UsI am personally involved with all aspects of the agency. I ensure that the recommedations of my staff reflect the higest integrity and ethics. We are providers of Risk Management and Financial Solutions. -
Director Of Sales And MarketingBryce Capital Management, Llc 2007 - Mar 2010Full spectrum of Sales and Marketing
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Vice PresidentJpmorgan Chase 2003 - 2006New York, Ny, UsProvided Financial Solutions to High Net Worth clientele -
Financial ExecutiveCiticorp Investment Services 2001 - 2003New York, New York, UsFinancial Solutions, Life Insurance, Long Term Care Solutions and Asset Management -
Financial AdvisorMerrill Lynch 1999 - 2001New York, Ny, UsAsset Management
Douglas Rose Education Details
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University Of Rochester - Simon Business SchoolAccounting And Finance -
Kent State UniversityIndustrial Design
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University Of Rochester - Simon Business SchoolAccounting And Finance
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University Of Rochester - Simon Business SchoolAccounting And Finance
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University Of Rochester - Simon Business SchoolFinance And Financial Management Services
Frequently Asked Questions about Douglas Rose
What company does Douglas Rose work for?
Douglas Rose works for Citizens
What is Douglas Rose's role at the current company?
Douglas Rose's current role is AVP Citizens Bank.
What schools did Douglas Rose attend?
Douglas Rose attended University Of Rochester - Simon Business School, Kent State University, University Of Rochester - Simon Business School, University Of Rochester - Simon Business School, University Of Rochester - Simon Business School.
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