Doug Speicher Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois, United States

• Conducted 650+ reviews of IRAs, CDs, Trust, Custody, and Agency accounts, aligned objectives to aid informed legal and investment decisions made by front office partners to result in optimized client portfolios and enhanced wealth management strategies• Engaged in specialized training for fiduciary account reviews, including trust, will, and guardianship legal agreements, ensuring a thorough understanding of provisions and their impact on clients' wealth management strategies to enhance compliance services• Led a 7-member case competition team in addressing workplace microaggressions, guided the team through research, analysis, and solution development to present innovative strategies promoting inclusivity and diversity in the corporate environment

Torrance, California, United States

• Cultivated and strengthened client relationships by actively engaging with various rehabilitation facilities, organizing meetings, and initiating phone calls to establish valuable professional connections of over 70 prospects• Collaborated closely with the President and General Operations Manager on a daily basis, aligning strategies to reinforce the firm's investment objectives and mission so that investment performance and client retention rates were optimized• Enhanced proficiency in Excel and Consumer Related Management (CRM) tools, effectively utilizing them to optimize investmentanalyses and streamline day-to-day operational tasks

Los Angeles, California, United States

• Received and delivered over 150 food deliveries successfully with an average customer rating of 4.92 out of 5• Forecasted a personal model to measure financial success within distinct sectors to optimize profitable deliveryhabits• Emphasized customer satisfaction by clearly communicating arrival time, order contents, and resolving issueswith occasional inaccurate restaurant orders

Manhattan Beach, California, United States

• Provided comprehensive summer support for two boys, overseeing schedules, coordinating activities, aiding with homework, and encouraging independent reading to uphold academic advancement during the break.

Los Angeles County, California, United States

La Vista is the student newspaper of Mira Costa High School, serving all Mira Costa Highschool students. It was founded as Mira Costa’s first student organization. La Vista publishes 10 issues per school year on an approximately four-week basis and distributes about 2,500 copies to the student body on campus and 500 to subscribers and the community.-Coordinated a small group of 4 photographers to take photos of various school events including sporting events and fundraisers, making sure to stay on-time for the production schedule.-Guided the group in order to make sure there were no missed assignments and no miscommunications between photographers and editors, improving communication skills.-Acquired fundraising at the beginning of every school year in order to keep the student and self-funded newspaper working at a proficient level, enhancing the quality of the paper from year to year, and adapting to acquire new funding when needed.

Los Angeles County, California, United States

Link Crew is an on-campus organization comprised of juniors and seniors who are passionate about helping others. Focused on providing help for incoming freshmen during their first year of high school. Link Leaders serve as mentors to the freshmen, offering advice, providing tips, and answering questions in the hopes of making their transition from middle school as smooth and enjoyable as possible.-Mentored a group of 13 freshmen and new students, with the help of another Link leader, to answer any questions and guide the group through their first year in high school, empowering new students by checking in monthly. -Supported this group of freshmen with any of the tough times that might have come up while going through a big transition to the start of their academic future, improving interpersonal skills and relationship development. -Designed events for freshmen allowing the new students to socialize and meet new friends through various fundraisers to keep the organization operating, bettering organizational skills.

Bachelor'S Degree, Finance And Entrepreneurship

Activities and Societies: Relevant Course: Intermediate Investments, Corporate Finance Kelley-to-Kelley Mentoring Program Indiana.

Education record

High School Diploma, Graduate