Douglas Johnson

Financial Consultant

We found the following information about Douglas Johnson at CapStone Investments, where the professional has worked as a Senior Vice President since 2011. Douglas's total work experience is over 29 years, during which time this person had at least seven jobs at different places to develop skills. Douglas studied at the Pace University - Lubin School of Business from 1993 to 1995. Douglas received the following certifications: New York Life, Health, & Variable Insurance (Including Annuities), Series 7 - General Securities Representative Exam, and Series 66 - Uniform Combined State Law. Currently, Douglas Johnson is located in New York, New York. You can contact with Douglas by looking for phone or email or get further info by requesting access to their further details.
Name variants:
Douglass Johnson, Doug Johnson

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Contact Information

Last Update
Jun 27, 2022
Email
do**@traderslane.net, do**@wellsfargoadvisors.com
Location
New York, NY

Workplace

Senior Vice President

San Diego, CA

Industry

Banking, Investor, Investment Banking & Securities Dealing

Work History

Senior Vice President

Senior Institutional Equity Salesman covering NY based Mutual Funds, Hedge Funds and Registered Investment Advisors.
May 2011 — Jan 2013

Senior Vice President

Institutional equity salesman covering mutual funds, hedge funds and Registered Investment Advisors
Sep 2008 — Mar 2011

Director - Institutional Sales

Institutional equity salesman covering mutual funds, hedge funds and Registered Investment Advisors
Mar 2004 — May 2008

Director, Equities/Institutional Markets

Joined the CSFB Institutional equity sales team as a result of the merger with DLJ. 13 years of service with the combined CSFB/DLJ companies.
Mar 2000 — Mar 2004

Senior Vice President

Provided sales trading, research sales and asset management advice to both institutional (85%) and retail (15%) client base
Apr 1991 — Mar 2000

Assistant Treasurer

1987 — 1991

Management Trainee/Commercial Loan Officer

1984 — 1987

Occupations

Financial Broker
Financial Consultant
Executive
Senior Vice President
Sales Specialist
Sales Person
Accountant
Finance and Accounting Specialist
Financial Services Professional
Financial Services Sales Agent
Vice President
Chief Executive
Sales Representative
Accounting Bookkeeper
Bookkeeper

Skills

Mutual Funds
Wealth Management
Asset Allocation Strategies
Insurance Planning
Retirement Planning
Tax Deferred Investment Strategies
Financial Services
Investment Advisory Services
Long Term Care
Risk Management
Wealth Management Strategies

FAQs about Douglas Johnson

What is the main profession of Douglas Johnson?

The expert is a Financial Consultant.

What are the profession of The professional?

These person's professions are Financial Broker and Financial Consultant

Where does Douglas Johnson currently live?

New York, New York is the place where Douglas Johnson lives

What is Douglas's email?

The expert's email is do**@traderslane.net and do**@wellsfargoadvisors.com.

Where did Douglas Johnson work?

Douglas worked at CapStone Investments, Caris & Company.

What education does Douglas Johnson have?

Douglas studied at the Pace University - Lubin School of Business from 1993 to 1995.

What are the certifications of Douglas Johnson?

The professional received the following certifications: New York Life, Health, & Variable Insurance (Including Annuities) and Series 7 - General Securities Representative Exam.

Are there any special industries Douglas Johnson is connected to?

Douglas works in Financial Services industry.
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