Douglas Mitchell

Douglas Mitchell Email and Phone Number

Financial Advisor: Helping people make the most important financial decisions of their lives. @ Symmetry Financial Solutions
san antonio, texas, united states
Douglas Mitchell's Location
Austin, Texas, United States, United States
Douglas Mitchell's Contact Details

Douglas Mitchell work email

Douglas Mitchell personal email

n/a
About Douglas Mitchell

I help individuals and families pursue their financial goals by creating realistic and detailed financial plans. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needs and concerns in order to provide them with appropriate help for their unique circumstances. As a financial advisor, I want to improve the lives of my clients. I became a financial professional in 2011 after working for 11 years in the Publishing industry and 11 years in the Healthcare Industry. Both of those gave me a distinctive outlook on our world and motivated me to help others plan for life and their future. I am FINRA Registered and can provide assistance with life insurance, retirement planning, lifetime income strategies, and securities. In my spare time, I enjoy investing in my family — there’s no better investment than that! I have enjoyed volunteering at Austin Job Seekers Network and the Leander Chamber of Commerce. I also enjoy live music. Douglas Mitchell is a financial advisor with Symmetry Financial Solutions, and securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Advisory services offered through Osaic Wealth, Inc.. Symmetry Financial Solutions and Osaic Wealth, Inc. are separate entities. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered.

Douglas Mitchell's Current Company Details
Symmetry Financial Solutions

Symmetry Financial Solutions

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Financial Advisor: Helping people make the most important financial decisions of their lives.
san antonio, texas, united states
Website:
plantoroe.com
Employees:
27
Douglas Mitchell Work Experience Details
  • Symmetry Financial Solutions
    Financial Advisor
    Symmetry Financial Solutions Jun 2023 - Present
    Austin, Texas, United States
  • Austin Telco Retirement & Investment Services
    Financial Advisor
    Austin Telco Retirement & Investment Services Feb 2013 - May 2023
    11149 Research Blvd, Suite 300 Austin, Tx 78757
  • New York Life Insurance Company
    Financial Services Professional
    New York Life Insurance Company Jun 2011 - Feb 2013
    6200 Bridgepoint Parkway, Suite 300, Austin, Tx 78730
    I was an agent licensed to sell insurance through New York Life Insurance Company and financial products through NYLIFE Securities LLC, Member FINRA/SIPC and was licensed with various other independent unaffiliated insurance companies in the state of Texas
  • Mary Ann Liebert, Inc
    National Sales Manager
    Mary Ann Liebert, Inc Oct 2007 - Jan 2011
    Sales and Marketing of Medical, Biomedical, and Legal journals and books into Academic, Corporate, Not-for-profit, and Society Markets. In addition to growing a 1 million dollar territory, created marketing strategies and sales through social networking which increased pay-per-view sales by 400%. Managed agents in Mexico. Improved sales and renewal workflows saving time and improving profitability. Created new products for the philanthropic product section. Developed new markets through tradeshow management and attendance. Implemented electronic marketing in the form of email-blitzes to help close international consortia deals. Installed and administered Salesforce.com.
  • Accucoms
    Sales Manager
    Accucoms Jan 2007 - Sep 2007
    Independent Representative for Medical and Biomedical publishers who wanted to start up or outsource a sales force in North America. Represented The Royal Society of Medicine and Future Science Group. Both publishers, based in the UK, valued of having a full time representatives in North America. Called on all Corporate and Academic market segments.
  • Elsevier Inc
    Account Manager
    Elsevier Inc Dec 2005 - Jan 2007
    Sales of Electronic Scientific Journals, Databases via Web Platforms. Called on Chemical and Power/Utility companies in the US and Canada.
  • Thomson Scientific
    Key/Global Account Manager
    Thomson Scientific Jul 2000 - Dec 2005
    Sales of specialized intellectual property software and databases to R&D, Competitive Intelligence, Intellectual Capital Management, and Legal Departments of major corporations. Key/Global Accounts called on 3M, Abbott Laboratories, Alcon Laboratories, Ashland, AstraZeneca, Baxter International, Cargill, Dow, DuPont, Eastman Chemical, Procter & Gamble, and more on a global basis. Responsibility for over $7.5 million in renewable subscriptions. In January 2005, Inducted into the 1st Annual Presidents Club for sales achievement.
  • Medical Manager Pcn Inc.
    Healthcare Account Manager
    Medical Manager Pcn Inc. Sep 1999 - Jul 2000
    Responsible for the sales of physician practice management systems in the central Texas area. Starting in mid September 1999 learned a new product and sold 5 systems in the 4th quarter of 1999. The first quarter of 2000, sold 10 systems. April 1, 2000 PCN merged with Medical Manager.
  • Mckesson Medical
    Account Manager
    Mckesson Medical Jan 1995 - Sep 1999
    Responsible for the development and growth of physician office and surgical center accounts in the coastal bend of Texas. Sales and distribution of products from over 3500 companies. Average daily sales were $3200+. This was up from $600 per day when started. During FY ’99, grew business by 18%, averaging 3 new accounts per month.
  • Abbott Laboratories: Ross Products Division
    Territory Manager Pediatric Nutritional And Pharmaceutical Sales
    Abbott Laboratories: Ross Products Division 1988 - 1994
    Responsible for sales of pharmaceutical and nutritional products to Pediatricians, Obstetricians, General Practitioners, and Hospitals. During this time took nutritional product market share from 28% to 67%. Took Survanta, a lung surfactant, to 100% market share in 1992 through innovative marketing by making myself available 24 hours a day to the hospitals with the use of a personal beeper. Promoted to District Sales Trainer - 1993. Ranked number one sales representative in Texas/Oklahoma region in the second quarter 1994.Regional Award: Rookie of the Year 1989District Awards: #1 Peer Ranking Leader, #1 Total Pharmaceutical Sales, #1 Total Percent Increase Births, #1 Total Percent Increase Pharmaceutical Sales.

Douglas Mitchell Skills

Strategy 401k Rollovers Roth Ira Insurance Term Life Insurance Retirement Planning Whole Life Fixed Annuities Life Insurance Strategic Financial Planning Saving For Education Salesforce.com Leadership Social Networking Start Ups Crm Program Management Business Planning Job Search Coach Community Outreach Sales Management Finance Financial Services Sales Investments Dog Walking Marketing Human Resources Universal Life Marketing Strategy Sales Operations Analysis Small Business Wealth Retirement Strategic Partnerships Product Development Negotiation Competitive Analysis Linkedin Direct Sales Management Strategic Planning Customer Retention Sales Process Charitable Giving Strategies Wealth Preservation Strategies Fiduciary Series 7 Series 66

Douglas Mitchell Education Details

Frequently Asked Questions about Douglas Mitchell

What company does Douglas Mitchell work for?

Douglas Mitchell works for Symmetry Financial Solutions

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

Douglas Mitchell's current role is Financial Advisor: Helping people make the most important financial decisions of their lives..

What is Douglas Mitchell's email address?

Douglas Mitchell's email address is mi****@****ife.com

What schools did Douglas Mitchell attend?

Douglas Mitchell attended Texas A&m University, Continuing Education, Spring Hs.

What are some of Douglas Mitchell's interests?

Douglas Mitchell has interest in Social Services.

What skills is Douglas Mitchell known for?

Douglas Mitchell has skills like Strategy, 401k Rollovers, Roth Ira, Insurance, Term Life Insurance, Retirement Planning, Whole Life, Fixed Annuities, Life Insurance, Strategic Financial Planning, Saving For Education, Salesforce.com.

Who are Douglas Mitchell's colleagues?

Douglas Mitchell's colleagues are Shelley Vick, Lisa Cornell, Stacy Roberts, Larry Wynn, Barbara Bruce, Robert Wells, Ryan Mcdaniel.

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    1 (408) 9XXXXXXX

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    2
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