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Douglas Mayo Email & Phone Number
Client Services Manager at UFCU Investment Services through LPL Financial
at
UFCU
1 work email found
@ufcu.org
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Services Manager at UFCU Investment Services through LPL Financial
Location
Austin, Texas Metropolitan Area, United States
Company size
Who is Douglas Mayo? Overview
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Quick answer
Douglas Mayo is listed as Client Services Manager at UFCU Investment Services through LPL Financial at UFCU, a company with 524 employees, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at ufcu.org and a matched LinkedIn profile for Douglas Mayo.
Douglas Mayo previously worked as Manager of Client Services - Investments at Ufcu and Senior Retail Operations Process Analyst at Ufcu.
Company email context
Email format at UFCU
This section adds company-level context without repeating Douglas Mayo's masked contact details.
{first_initial}{last}@ufcu.org
89% confidence
AeroLeads found 1 current-domain work email signal for Douglas Mayo. Compare company email patterns before reaching out.
Profile bio
About Douglas Mayo
Douglas Mayo is a Client Services Manager at UFCU Investment Services through LPL Financial at UFCU. He possess expertise in leadership, estate planning, microsoft office, financial advisory, credit analysis and 13 more skills.
Listed skills include Leadership, Estate Planning, Microsoft Office, Financial Advisory, and 14 others.
Current workplace
Douglas Mayo's current company
Company context helps verify the profile and gives searchers a useful next step.
Ufcu
8 roles
Douglas Mayo work experience
A career timeline built from the work history available for this profile.
Manager Of Client Services - Investments
Senior Retail Operations Process Analyst
Mar 2022 - Jun 2024
Licensed Quality Control Operations Analyst
Dec 2021 - Mar 2022
Licensed Personal Financial Representative Iii
· Completed audits of IRA accounts and worked with members of Sr. management to implement policy changes.· Performed analysis on all income, assets, investments and debt to match with financial products that best met member needs and financial circumstances.· Provided financial planning guidance through various investment products and planning tools for.
Aug 2016 - Dec 2021
Financial Advisor
· Personally managed $21 million in assets with approximately 250 clients.· Conducted equity research on companies to discover undervalued investments with reasonable prospects for long-term sustainable growth.· Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented long-term financial.
Dec 2014 - Jul 2016
Investment Coordinator
· Supported 3 financial advisors who managed over $80 million in assets with approximately 800 clients. · Constructed financial plans comprising of retirement income projections, tax considerations and estate planning.· Independently developed a comprehensive system to produce, present and log both quarterly and annual reviews for all clients and advisor.
Aug 2012 - Dec 2014
Registered Sales Assistant
· Supported 3 financial advisors who managed over $75 million in assets with approximately 700 clients.· Completed all administrative tasks including but not limited to; opening new accounts, cashiering, processing ACATs, scheduling and filing.· Served as initial point of contact to clients for inquiries, issue resolution and new business potential.·.
Jul 2011 - Aug 2012
Team & coworkers
Colleagues at UFCU
Other employees you can reach at ufcu.org. View company contacts for 524 employees →
CC
Carl Campbell Ii
Colleague at UfcuLiberty Hill, Texas, United States, United States
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TP
Terry Page
Colleague at UfcuAustin, Texas, United States, United States
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CP
Chris Powell, Pmp®
Colleague at UfcuAustin, Texas Metropolitan Area, United States
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JR
James R. Billingsley
Colleague at UfcuAustin, Texas, United States, United States
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LB
Lisa Barrientes
Colleague at UfcuLockhart, Texas, United States, United States
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CB
Candy Buzan
Colleague at UfcuAustin, Texas, United States, United States
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DM
Daniel Murtagh, Csm, Cspo
Colleague at UfcuAustin, Texas, United States, United States
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JL
Joshua L.
Colleague at UfcuAustin, Texas, United States, United States
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AS
Addie Schueling
Colleague at UfcuAustin, Texas, United States, United States
View →
PT
Phillip Tankersley
Colleague at UfcuAustin, Texas, United States, United States
View →
Carl Campbell Ii
Colleague at UfcuLiberty Hill, Texas, United States, United States
View →
TP
Terry Page
Colleague at UfcuAustin, Texas, United States, United States
View →
CP
Chris Powell, Pmp®
Colleague at UfcuAustin, Texas Metropolitan Area, United States
View →
JR
James R. Billingsley
Colleague at UfcuAustin, Texas, United States, United States
View →
LB
Lisa Barrientes
Colleague at UfcuLockhart, Texas, United States, United States
View →
CB
Candy Buzan
Colleague at UfcuAustin, Texas, United States, United States
View →
DM
Daniel Murtagh, Csm, Cspo
Colleague at UfcuAustin, Texas, United States, United States
View →
JL
Joshua L.
Colleague at UfcuAustin, Texas, United States, United States
View →
AS
Addie Schueling
Colleague at UfcuAustin, Texas, United States, United States
View →
PT
Phillip Tankersley
Colleague at UfcuAustin, Texas, United States, United States
View →
FAQ
Frequently asked questions about Douglas Mayo
Quick answers generated from the profile data available on this page.
What company does Douglas Mayo work for?
Douglas Mayo works for UFCU.
What is Douglas Mayo's role at UFCU?
Douglas Mayo is listed as Client Services Manager at UFCU Investment Services through LPL Financial at UFCU.
What is Douglas Mayo's email address?
AeroLeads has found 1 work email signal at @ufcu.org for Douglas Mayo at UFCU.
Where is Douglas Mayo based?
Douglas Mayo is based in Austin, Texas Metropolitan Area, United States while working with UFCU.
What companies has Douglas Mayo worked for?
Douglas Mayo has worked for Ufcu and U.S. Bancorp Investments, Inc..
Who are Douglas Mayo's colleagues at UFCU?
Douglas Mayo's colleagues at UFCU include Carl Campbell Ii, Terry Page, Chris Powell, Pmp®, James R. Billingsley, and Lisa Barrientes.
How can I contact Douglas Mayo?
You can use AeroLeads to view verified contact signals for Douglas Mayo at UFCU, including work email, phone, and LinkedIn data when available.
What skills is Douglas Mayo known for?
Douglas Mayo is listed with skills including Leadership, Estate Planning, Microsoft Office, Financial Advisory, Credit Analysis, Banking, Retail Banking, and Credit.
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