Serve as SBI’s head of finance to enable the partners to invest more time helping our clients make your number. My role is to support the rapid growth of SBI to maintain the quality of delivery expected of our clients by maintaining healthy bottom line while supporting our continued growth.
In the past, Doug functioned as a management consultant in the financial services industry serving top tier wealth management, asset management and brokerage institutions in the areas of strategy development, project management, process improvement, systems integration and risk management.
Vice President, Wealth Management & Strategy – Northern Trust
Consulting Manager – Ernst & Young
Management Consultant – Advisory Platform Solutions
Management Consultant – Wealth-Paths Inc.
Management Consultant – IBM