douglas fitzgerald

douglas fitzgerald

vice president, financial advisor

About

As a Certified Financial Planner™ with more than 15 years experience and a passion for comprehensive wealth planning, I am committed to providing my clients with a disciplined approach, custom solutions, and personal client care—which in turn helps them to gain confidence, comfort, and clarity about their financial situation. I deliver objective advice through exceptional "high touch" client service. I focus on developing financial strategies for my clients that are well suited to meet their specific wealth management needs. My clients appreciate my approachable style for helping them make well-informed decisions and maintaining the discipline necessary to navigate the most challenging of markets. I take pride in helping them oversee and manage their finances, so they can take care of the people they love, spend more time pursuing the activities they enjoy and support the causes that are most important to them.

Country

united states

City

frankfort

Industry

financial services

Skill

-

Experience

ronningen-petter

market sales manager

ronningen-petter

1998-8 - 2001-5 · 2 yrs 10 mos

Developed and implemented plan to market and sell large capital equipment filtration systems to the oil & gas industry. Grew worldwide sales 200% from $3.2 million in 1999 to $9.6 million forecast in 2001. Managed 5 sales managers, 3 inside sales specialists and 40 representative organizations worldwide.

pall filter specialists, inc.

international manager

pall filter specialists, inc.

1989-10 - 1998-7 · 8 yrs 10 mos

Conceived and built international manufacturing and sales organization into $10 million business representing 20% of company's total sales. Added 2 foreign subsidiary manufacturing and sales operations (Brazil and Mexico). Supervised 2 general managers, 20 employees and 20 representative organizations worldwide.

pacific bell directory

manager, financial planning

pacific bell directory

1988-9 - 1989-9 · 1 yr 1 mo

Managed and directed annual profit planning (budget) process for telephone advertising directory supplier with $900 million revenues and 2,600 employees. Directed monthly internal financial performance analysis and reporting activities. Directed ad hoc financial and operational analysis projects. Developed computer-based on-line integrated financial systems. Established control procedures for capital management. Supervised 5 financial analysts.

fmc corporation

manager of financial analysis and planning

fmc corporation

1980-7 - 1984-6 · 4 yrs

Assisted division controller financially administer 3 domestic and 3 foreign operations. Improved quality, depth and accuracy of management information. Managed, upgraded and integrated long-range planning, annual budgeting, quarterly forecasting and monthly reporting processes. Participated in development and evaluation of strategic options for all long-range business plans. Completed special projects including acquisition and divestiture, expansion, capacity utilization and cost/price studies.

us navy

lieutenant

us navy

1974-6 - 1978-6 · 4 yrs 1 mo

On active duty, served on destroyer (USS Miller FF-1091) as ship's Navigator and division officer of a 20 man division. Completed 3 six month overseas deployments. Qualified as Officer of the Deck (OOD) and Command Duty Officer (CDO). Awarded Surface Warfare Officer (SWO) designation.

fmc corporation

product manager

fmc corporation

1984-7 - 1988-8 · 4 yrs 2 mos

Ancillary profit and loss responsibility for product line generating $15 million annual sales volume. Direct responsibility for product line pricing. Developed and prepared product line long-range strategic plan. Identified and evaluated new product opportunities. Developed and implemented new product market plans. Initiated and negotiated external business agreements. Prepared annual product line budget. Performed economic evaluation of investment proposals.

morgan stanley

vice president, financial advisor

morgan stanley

2002-1 - Present · 24 yrs 9 mos

As a Vice President-Financial Advisor and founding member of the Gold Coast Group at Morgan Stanley, I provide highly customized advice, investment solutions and financial planning services to financially successful individuals, accomplished professionals, retirees and business owners. © 2016 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html For more information on the designation(s) listed above, go to http://www.morganstanleyfa.com/goldcoastgroup

Education

cornell university

cornell university

engineering

1970-1 - 1974-1 · 4 yrs 1 mo

Activities and Societies: Member of Alpha Tau Omega Fraternity. Chapter Treasurer (1 year).

cornell university

cornell university

accounting

1978-1 - 1980-1 · 2 yrs 1 mo

douglas fitzgerald's Contact Information

Email

******@***.com

Phone

(**) *** ****

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