doug laird

account executive

About

25 Years of experience working with individuals and organizations, helping them reach their goals in financial independence and retirement planning. Enjoy working as part of a team, but not afraid to lead when necessary. People skills, out of the box thinking and big picture orientation fit my personality. Enjoy managing people, projects and missions. Like to inject fun into work.

Country

united states

City

mesa

Industry

management consulting

Skill

investments, sales management, customer service, banking, budgets, estate planning, business development, financial analysis, leadership, management, marketing strategy, new business development, portfolio management, recruiting, retirement planning, sales, risk management, strategic financial planning, strategic planning, strategy, time management, marketing, team building, public speaking, training

Experience

vice president and manager of investments and estate planning

pinnacle wealth management

2002-8 - 2009-6 · 6 yrs 11 mos

Responsible for recruitment, budgeting, marketing, sales management and long-term planning.

regional manager, svp, private client services

wells fargo

1990-8 - 2001-2 · 10 yrs 7 mos

Responsible for strategic planning, budgeting, and delivery of top and bottom lines for Retail Brokerage, Personal Trust, Private Banking and Portfolio Management which made up Private Client Services.