Jeff Dowling Email & Phone Number

Duxbury, Ma

Past Board Member of the AKA, an organization dedicated to the preservation of the Alden House Historic Site in Duxbury, MA.

London, United Kingdom

Consulted, and advised, numerous start ups on strategy, operations, fund raising and marketing In the Greater Boston Area. Worked as COO for a start up, helping to transition from a CVC consultancy organization to a software firm. Moved to London, England in December 2016.

Boston, Ma

Provided Business Services legal advice, information and professional services including: HR Risk Management, Employment Law, Health & Wellness Benefits Compliance, ERISA Compliance and Workers Compensation compliance to more than 95,000 companies around the US.Directed all operations; relationship management, marketing, product development, IT, HR, customer services, finance, partner and vendor selection and management, sales support, and legal services. Directed all strategic and operational planning; full budget and P&L responsibility. Re-branded the organization from 'The Workplace Helpline' to 'Enquiron'. Established product development initiatives to diversify a single product company; created new products and new distribution channels.

Duxbury, Ma

Equities investment management. Management consulting.

Boston, Ma

Senior Executive Team Member responsible for all client facing roles. Directed all Client Services; Relationship Management, Professional & Implementation Services, Contact Center & Technical Support, Sales Support, Account Management, and Client & Partner Training.

Sailed family from England to the United States via the Mediterranean and Caribbean.

Manchester, England

As a Senior Executive Team Member, established and directed operations for the UK's largest brokerage firm; sales, business development, operations, trading, FX, client risk, contact centers, customer services, product development, partner development, online services and vendor and regulatory relationships. Led Front Office integration of three competitor acquisitions.Developed and directed the Customer Experience architecture across all channels, telephone, branch, on-line and new media. Created, directed and integrated three call center locations.

100 Wall St, New York, Ny

Held various executive management positions for this leading retail brokerage organization in both the US and United Kingdom. Established and directed TD Waterhouse UK.Series 4, 7, 8, 24, 27, 63 Registrations. FSA General Securities Representative & General Manager

London, England

Selected by The Toronto Dominion Bank to establish a UK Discount Brokerage Operation in London, England. Established and directed the UK's largest online retail brokerage.

100 Wall Street, New York, Ny

Directed up to 100 branches, the NY Call Center and up to 1000 associates. Selected, staffed and developed new branch locations.

Ab, Psychology/Business

Activities and Societies: Tau Kappa Epsilon; WMUH Radio DJ

Bachelor'S Degree