Doug Fowler Email & Phone Number

Bradenton, Florida, United States

Various Locatios

• Design, monitor and implement overall activities of portfolio management for Trust, Investment Management and IRA accounts which include research, asset allocation, portfolio rebalance and presentations to prospective and existing clients. • Consistently surpassing stated client-retention goals with 98 percent retention or better. • Regularly meeting or exceeding annual benchmark return goals for managed portfolios.• Perennial top business development results among 28 peers… Show more • Design, monitor and implement overall activities of portfolio management for Trust, Investment Management and IRA accounts which include research, asset allocation, portfolio rebalance and presentations to prospective and existing clients. • Consistently surpassing stated client-retention goals with 98 percent retention or better. • Regularly meeting or exceeding annual benchmark return goals for managed portfolios.• Perennial top business development results among 28 peers across the organization. • Assist members of Tallahassee and West Florida trust committees’ new business and client retention efforts by providing materials and insight as to benefits of SunTrust investment management.• Identify and coordinate business development activities from existing client base.• Orlando, Florida, Atlanta Georgia, Sarasota, Florida Show less