Doug Vincent work email
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Doug Vincent personal email
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I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.Registered Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Greater Washington Financial Services is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor.Doug Vincent may conduct life insurance and securities business in Maryland and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed.This content is not a recommendation or endorsement of any product, service, security or issuer, nor should a "like" be interpreted as an endorsement by the firm or its financial professionals. Third-party posts do not reflect the views of Doug Vincent and have not been reviewed for completeness and accuracy. Further communication with this representative must be sent to and from wdvincent@greaterwfs.com. For more information, refer to the following consumer websites: www.FINRA.org, www.SIPC.org.
Greater Washington Financial Services
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Greater Washington Financial ServicesGreenbelt, Md, Us
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General Agent Appointed With The Companies Of Oneamerica Financial®Greater Washington Financial Services Jun 2022 - PresentDoug has spent the last 27 years in the Financial Services industry specifically targeting and working with Pre-Retiree’s, Corporate executives, and Small Business owners in the DC Metro area, with a specific focus on Prince Georges County, MD. Doug’s current role as General Agent appointed with the companies of OneAmerica Financial®, is to cast the vision and lead the daily mission for Greater Washington Financial Services team of comprehensive financial professionals. This Team provides holistic financial and strategic planning solutions. Our professionals and Support Staff will be on daily mission to build healthy relationships with the community through a systematic financial planning process. Our approach through individual and group meetings will have a specific emphasis on engaging clients to think about what is important to them. After the discovery, data gathering, and analysis of the client’s profile, prioritized solutions that fit the client’s unique situation will be provided. The Ultimate Goal for the Greater Washington Financial Services Team is to be the “Trusted Advisor” for every client. After implementation, periodic reviews to measure success will solidify our desire for an ongoing relationship.
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Chief Executive OfficerGreater Washington Financial Services Jun 2022 - PresentGreater Washington Financial Services (GWFS) is comprised of a team of financial professionals who provide comprehensive and strategic planning solutions to the community. Our professionals and support staff are on a daily mission to build healthy relationships with the community through a systematic financial planning process. Our approach through individual and group meetings will have a specific emphasis on engaging clients to think about what is important to them. GWFS’ ultimate goal is to be the trusted advisor for every client.
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Agency Senior Partner, CfbsMassmutual Greater Washington Feb 2016 - Jun 2022Rockville, Md, UsAs the Agency Senior Partner targeting the DC Metro and surrounding areas, our team will work with you to identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. We also provide business owners with assistance building their financial freedom. Our goal is to become a lifetime resource for each and every client. -
Agency DirectorAig Jan 2014 - Feb 2016New York, Ny, UsAs the Agency Director of AIG Financial Network in Alexandria Virginia, my goal is to train and develop a team of advisors that will provide families and business owners with the strategic planning and solutions that they will need to build financial freedom. Our team is on a mission to build healthy relationships with the community thru a systematic financial planning process (Financial Profiles). Our approach and process engages clients to think about what's important to them, and a common sense solution that fits their needs and lifestyle. This team’s aspiration is to be the “Trusted Advisor” for each and every client. -
Financial Services RepresentativeMetlife Jun 2010 - Jan 2014New York, Ny, UsProviding Families, Retiree's, and Small Business Owners with strategies and solutions for financial freedom. Focused on becoming a life long resource for every client.Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products offered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC), 3700 O'Donnell Street, Suite 200, Baltimore, MD 21224. MLIC and MSI are MetLife companies. L1013344618[exp0915][MD] -
Financial Services Agency ManagerConsolidated Underwriters, Inc May 2009 - Jun 2010Managing a team of 7; ensuring an accurate and timely installation of a wide variety of new insurance and annuity programs; Providing ongoing training and supervision of the team; Responsible for oversight of a Multi-Million dollar financial services sales volume.
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Owner/Mortgage BrokerWorldwide Home Mortgage, Llc Jan 2007 - Apr 2009Developed and managed a staff of 5 mortgage originators, resulting in the production of a 25 million dollar a year sales volume of loan origination; Effective understanding of all Conventional and Government Loan types; Supervision over all sales and marketing, compliance and regulation, budget and banking analysis, staff and team building; Responsible for all financial management and business operations.
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Managing Mortgage OriginatorSt Nation'S Mortgage, Llc Sep 2003 - Jan 2007Developed and managed a Mortgage Originating business with an average yearly loan volume of 17 million dollars in loan origination. Supervised a staff of 4 mortgage originators; Effective understanding of all Conventional and Government Loan types.
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Executive DirectorNew Song Bible Fellowship Church Aug 1999 - Dec 2003Management and Development of all Church Personnel; 14 employees under management; development and implementation of all administrative procedures and corporate administrative activities; supervision of all financial management and operations, personnel policy and compliance.
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Research Analyst/Money ManagerKingdom Holdings, Inc Jan 1998 - Aug 1999Managed and Operated a Multi-Million dollar Hedge Fund Portfolio; Analysis of the market to determine best areas to invest; Evaluate buy/sell ideas and execute trades to maximize fund performance.
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Financial Services ManagerMeade Financial Services Oct 1995 - Aug 1999Managed a team of 4 Financial Services representatives; ensuring an accurate and timely installation of a wide variety of investment programs; Provided ongoing training and supervision of the team; Responsible for the oversight of a Multi-Million dollar investment products sales volume.
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Sales & Marketing/Mortgage OriginatorInternational Mortgage Association Nov 1993 - Dec 1997Developed and managed a Mortgage originating business with an average yearly loan volume of 9 million dollars in loan origination; Responsible for training and developing a staff of 12 loan originator's; Effective understanding of all Conventional and Government Loan types.
Doug Vincent Skills
Doug Vincent Education Details
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Drexel University'S Lebow College Of BusinessFinance & Marketing
Frequently Asked Questions about Doug Vincent
What company does Doug Vincent work for?
Doug Vincent works for Greater Washington Financial Services
What is Doug Vincent's role at the current company?
Doug Vincent's current role is President & CEO.
What is Doug Vincent's email address?
Doug Vincent's email address is do****@****ica.com
What schools did Doug Vincent attend?
Doug Vincent attended Drexel University's Lebow College Of Business.
What skills is Doug Vincent known for?
Doug Vincent has skills like Leadership, Management, Business Development, Team Building, Banking, Business Strategy, Budgets, Financial Analysis, Program Management.
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