Richard Douglas
Investment Counselor
- Role
- Tech-coordinator Alternative Funds Services Client Service at Northern Trust
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Richard Douglas
Experienced and solution’s oriented professional with a successful and well versed history of working in the financial services industry. Skilled in Customer Relationship Management (CRM), Securities, Asset Management, Mutual Funds, and Business Management, holding a MBA, MAEd, and a BS in Management.
Experience
Tech-coordinator Alternative Funds Services Client Service
May 2014 — Present · 801 S. Canal Street Chicago, IL, US
Leads a team of Sr. Client Service Reps facilitating smooth and accurate processing and reporting for clients that invest in Alternative Funds which include Private Equity, Hedge Funds, Real Estate, and CF\'s. Serves as a direct point of contact for third party investment Managers to ensure Northern Trust\'s clients trade settlements occur without incident. Serves as a mediator between Northern Trust Clients and any third party entities to resolve any issues that may arise to eliminate risk of exposure to the client or Northern Trust.
Education
National Louis University
Master of Business Administration (MBA)
2012 — 2014
Relay Graduate School of Education
Master of Education - MEd, Special Education and Teaching
2019 — 2021
National Louis University
BS, Management
2010 — 2012
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