Resumes
Resumes
East Quogue, New York
View pageLocation:
1111 Marcus Ave, New Hyde Park, NY 11042
Industry:
Financial Services
Work:
Axa Advisors Jun 2006 - Mar 2017
Financial Consultant
Jefferies 2003 - 2005
Senior Vice President
Guggenheim Partners 2001 - 2003
Mortgage Sales
2001 - 2003
East Quogue, New York
Financial Consultant
Jefferies 2003 - 2005
Senior Vice President
Guggenheim Partners 2001 - 2003
Mortgage Sales
2001 - 2003
East Quogue, New York
Education:
Dartmouth College 1964 - 1968
Bachelors, Bachelor of Arts, Economics, Art History, Art
Bachelors, Bachelor of Arts, Economics, Art History, Art
Skills:
Retirement Planning
Insurance Planning
Wealth Management
Estate Planning Strategies
Business Succession Strategies
Executive Benefits Strategies
Investment Advisory Services
Tax Efficient Strategies
401K Rollovers Strategies
Insurance Planning
Wealth Management
Estate Planning Strategies
Business Succession Strategies
Executive Benefits Strategies
Investment Advisory Services
Tax Efficient Strategies
401K Rollovers Strategies
Interests:
Finance
Skiing
Cycling
Gardening
Skiing
Cycling
Gardening
Certifications:
Series 7, Series 66, Life & Health Insurance Licenses, Wharton Certificate In Retirement Planning
Douglas Herschell
View pageLocation:
East Quogue, NY
Douglas Herschell
View pageLocation:
East Quogue, NY