Keith Douglas
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Keith Douglas Email & Phone Number

Director, Fixed Income Trading and Portfolio Management at United Asset Strategies, Inc.
Location: New York City Metropolitan Area, United States, United States 8 work roles 1 school
1 work email found @foundationsource.com 3 phones found area 516 and 856 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email k****@foundationsource.com
Direct phone (516) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
United Asset Strategies, Inc.
Role
Director, Fixed Income Trading and Portfolio Management
Location
New York City Metropolitan Area, United States, United States
Company size
36 employees

Who is Keith Douglas? Overview

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Quick answer

Keith Douglas is listed as Director, Fixed Income Trading and Portfolio Management at United Asset Strategies, Inc., a company with 36 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at foundationsource.com, phone signal with area code 516, 856, and a matched LinkedIn profile for Keith Douglas.

Keith Douglas previously worked as Senior Client Account Manager - FX and Payments at Convera and Vice President - Institutional Fixed Income Markets at Herold & Lantern Investments. Keith Douglas holds Bachelor Of Business Administration (Bba) from Pace University - Lubin School Of Business.

Company email context

Email format at United Asset Strategies, Inc.

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{first_initial}{last}@foundationsource.com
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AeroLeads found 1 current-domain work email signal for Keith Douglas. Compare company email patterns before reaching out.

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Profile bio

About Keith Douglas

Financial Services Sales Professional with extensive experience in FX, taxable fixed income, municipals, and structured products. Known for providing innovative advice, risk management solutions, and hedging strategies for financial advisors, RIA’s, banks, corporations, hedge funds, and asset managers. Skilled in developing, building, and enhancing client relationships and global businesses.Series 7, 63, 53

Listed skills include Fixed Income, Fx Options, Portfolio Management, Hedge Funds, and 37 others.

Current workplace

Keith Douglas's current company

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United Asset Strategies, Inc.
United Asset Strategies, Inc.
Director, Fixed Income Trading and Portfolio Management
garden city, new york, united states
Website
unitedassetstrategies.com
Employees
36
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Company profile
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8 roles · 12 years

Keith Douglas work experience

A career timeline built from the work history available for this profile.

Director, Fixed Income Trading And Portfolio Management

Current
United Asset Strategies, Inc.

New York, United States

Fixed income portfolio management.

Jan 2024 - Present

Senior Client Account Manager - Fx And Payments

Convera

New York, New York, United States

Responsible for providing FX hedging and payment solutions for corporate clients. Build, strengthen, and create client relationships by using a consultative sales approach to uncover upside revenue opportunities.

Jan 2022 - Dec 2023

Vice President - Institutional Fixed Income Markets

Herold & Lantern Investments

Greater New York City Area

Keith’s responsibilities encompass providing Lantern’s Financial Advisors and financial institutions with fixed income portfolio strategies and portfolio construction. In addition, he assists in facilitating fixed income trading capabilities to broker dealers that operate under a ‘piggyback” tri-party clearing arrangement and RIAs looking to expand their.

Feb 2019 - Jan 2022

National Sales Desk Manager / Business Development Advisor

Foundation Source

Greater New York City Area

Managed and player-coach for the Business Development Advisors team at Foundation Source, providing private foundation solutions for financial advisors, RIA’s, private bankers, CPAs, and HNW individuals. Keith educates and assists advisors who are looking to make philanthropy a greater part of their wealth management process and to assist their clients in.

2016 - 2018 ~2 yrs

Business Development Advisor

World Currency Usa, Inc.

Greater New York City Area

  • Recruited to grow an FX currency payment software business with financial institutions.
  • Created a lead generation program, enhancing communication and opportunities with financial institutions.
  • Instrumental in providing ideas to improve the trading platform functionality.
2014 - 2015 ~1 yr

Director Foreign Exchange

Citi

Greater New York City Area

Provide FX solutions, including innovative advice and hedging strategies, to banks, hedge funds, corporates and private banks using spot, forwards, options, exotic options, emerging markets, and structured products.Marketed FX trading strategies, research and e-trading platforms. Strengthen customer relationships by consistently anticipating their needs.

Jul 2010 - Jan 2014

Director Foreign Exchange Sales And Trading

Citi

Greater New York City Area

Generated FX solutions, trade ideas and hedging strategies for private wealth management, corporate customers and hedge funds.

Jul 2006 - Jul 2010

Director, Global Taxable Fixed Income

Citi

Greater New York City Area

Advised clients on portfolio optimization and facilitated trades in interest rate products, agencies, mortgage-backed securities, high-grade corporates, high yield corporate bonds, non-dollar bonds, emerging markets, and preferred securities Developed new business targeting Private Wealth Management and financial institutions. Reviewed FI portfolios to.

Feb 1997 - Jul 2006
Team & coworkers

Colleagues at United Asset Strategies, Inc.

Other employees you can reach at unitedassetstrategies.com. View company contacts for 36 employees →

DB Donna Brzoza Donna Brzoza Colleague at United Asset Strategies, Inc.Floral Park, New York, United States, United States View → AS Allison Sajkoski Allison Sajkoski Colleague at United Asset Strategies, Inc.New York City Metropolitan Area, United States View → JA Jason Ambrosini, Cfp® Jason Ambrosini, Cfp® Colleague at United Asset Strategies, Inc.Wading River, New York, United States, United States View → CS Cindy Somer Cindy Somer Colleague at United Asset Strategies, Inc.Huntington Station, New York, United States, United States View → MS Marisa Smith Marisa Smith Colleague at United Asset Strategies, Inc.Morristown, New Jersey, United States, United States View → AS Andy Selfors, Cfa Andy Selfors, Cfa Colleague at United Asset Strategies, Inc.New York City Metropolitan Area, United States View → WL Wei Lee Wei Lee Colleague at United Asset Strategies, Inc.New York City Metropolitan Area, United States View → BM Bob Murphy Bob Murphy Colleague at United Asset Strategies, Inc.New York City Metropolitan Area, United States View → SM Shane Miller Shane Miller Colleague at United Asset Strategies, Inc.Garden City, New York, United States, United States View → EF Ernesto Fernandez Ernesto Fernandez Colleague at United Asset Strategies, Inc.Madrid, Community Of Madrid, Spain, Spain View →
1 education record

Keith Douglas education

FAQ

Frequently asked questions about Keith Douglas

Quick answers generated from the profile data available on this page.

What company does Keith Douglas work for?

Keith Douglas works for United Asset Strategies, Inc..

What is Keith Douglas's role at United Asset Strategies, Inc.?

Keith Douglas is listed as Director, Fixed Income Trading and Portfolio Management at United Asset Strategies, Inc..

What is Keith Douglas's email address?

AeroLeads has found 1 work email signal at @foundationsource.com for Keith Douglas at United Asset Strategies, Inc..

What is Keith Douglas's phone number?

AeroLeads has found 3 phone signal(s) with area code 516, 856 for Keith Douglas at United Asset Strategies, Inc..

Where is Keith Douglas based?

Keith Douglas is based in New York City Metropolitan Area, United States, United States while working with United Asset Strategies, Inc..

What companies has Keith Douglas worked for?

Keith Douglas has worked for United Asset Strategies, Inc., Convera, Herold & Lantern Investments, Foundation Source, and World Currency Usa, Inc..

Who are Keith Douglas's colleagues at United Asset Strategies, Inc.?

Keith Douglas's colleagues at United Asset Strategies, Inc. include Donna Brzoza, Allison Sajkoski, Jason Ambrosini, Cfp®, Cindy Somer, and Marisa Smith.

How can I contact Keith Douglas?

You can use AeroLeads to view verified contact signals for Keith Douglas at United Asset Strategies, Inc., including work email, phone, and LinkedIn data when available.

What schools did Keith Douglas attend?

Keith Douglas holds Bachelor Of Business Administration (Bba) from Pace University - Lubin School Of Business.

What skills is Keith Douglas known for?

Keith Douglas is listed with skills including Fixed Income, Fx Options, Portfolio Management, Hedge Funds, Capital Markets, Foreign Exchange, Options, and Equities.

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