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Role and Company
Senior Vice President - Wealth Management, UBS
Expertise
32 years experience in financial services
Location
Indian Wells, CA
About Douglas
I am a university educated 4th generation Californian. My career in financial services began in 1985 and am a Certified Investment Management Analyst (CIMA®) and a Certified Financial Planner (CFP®).
Douglas has volunteered to be available for private messages. Feel free to send a conversational message but remember to be succinct and mindful of the other person’s time.