Douglas Woodard
Private Client Advisor - Chase Private Client @JPMorganChase
New Berlin, WI, US
EMAILS
d••••••••@chase.com
MOBILE NUMBERS
+14•••••••51
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WORK HISTORY
Sep 2014 — Present
Private Client Advisor - Chase Private Client @JPMorganChase
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Milwaukee, WI, US
EDUCATION
1999 — 2003
Marquette University
Liberal Arts, Criminology
1995 — 1999
Wisconsin Lutheran High Shcool
Diploma
SKILLS
Top ProducerNew Hire TrainingFinancial GoalsSeries 4Team LeadershipFinancial AdvisorySeries 65Retirement PlanningFinraGoal-Driven LeaderTeam BuildingSalesInvestment StrategiesSecuritiesSeries 63InvestmentsWealth ManagementSeries 7Investment AdvisorySeries 66Leadership DevelopmentInsuranceSeries 24Sales ManagementComplianceRecruitingSeries 53Mutual FundsTeam Management
ABOUT DOUGLAS WOODARD
Certifications: Series 7,63, 66, 24, 53, 4 & life and health.
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