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Doug Duggan
Doug Duggan
Director of Business Development at 7300 Wealth Management, Veteran
Colorado Springs, Colorado Area


  • Focus: Contributions are valued by peers
  • Accountability: Thoroughly contributes in all areas
  • Sense of Urgency: Consistently responds in a timely fashion
  • Team: Frequently supports and responds to peers
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Awards earned:

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Level: LEVEL 02

12 month points: 37 ptsView details

Total points: 37 pts

skills
PROFILE

Summary

Please contact me at: (719) 649-8022, doug.socobenefits@comcast.net.

I am an Insurance and Financial Services professional with broad experience in all aspects of recruiting, insurance, trading, investments, personnel and resource management. With my direct experience in financial services, insurance, compliance and auditing, I lead successful results-oriented teams - whether at the branch, state, regional or enterprise levels.

Specialties: Insurance and securities leadership and management, fiduciary 3(21) and 3(38) retirement plans, business development, recruiting, stock, bond, and options trading, team building, and regulatory compliance.

Experience

Director Of Business Development

7300 Wealth Management, LLC.

April 2016 - Present

Develops new clients for a fee-only investment management and fiduciary financial planning firm located in Colorado Springs. Specializing in all types of employer sponsored retirement plans (both 3(21) and 3(38) fiduciaries), business owner succession planning, and comprehensive wealth management strategies.

ACTIVITY