I’m interested in mentoring people from:

    Carlson Doug

    Devon, Pennsylvania

    Senior Client Manager

    Financial Recovery Technologies

    STRATEGIC CLIENT MANAGEMENT & BUSINESS DEVELOPMENT EXECUTIVE

    Motivational leader & client advocate helping firms grow, protect, & diversify their businesses. Experiences in client mgt., sales, distribution, & operations. Achieved exceptional outcomes increasing client loyalty and growing revenue.

    Specialties

    Account Management

    Business Development

    Sales

    Pharmaceutical/Medical Sales

    Sales Engineering

    Sales Management & Operations

    Where I've Worked
    F

    2019 – Present

    Senior Client Manager

    Financial Recovery Technologies
    D

    2017 – 2018

    Consultant & Advisor

    DBC Consulting & Advice

    2013 – 2016

    Head of Bank and Institutional Channel Management

    Vanguard Group

    2007 – 2013

    Head of Global Bank Strategy & Relations Group

    Vanguard Group

    2004 – 2007

    Head of Investor Services - Financial Institutions

    Brown Brothers Harriman

    2001 – 2004

    Global Relationship Manager / Sales Executive

    Brown Brothers Harriman
    Where I've Studied

    MBA

    Duke University's Fuqua School of Business

    BS, Finance and Information Systems

    Susquehanna University

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Ask Me for a Referral

    Financial Recovery Technologies

    In the Media

    Social Media