Douglas Disbrow
Littleton,CO
Overview
19
19
years of professional experience
1
1
Certificate
Work History
Account Consolidation Specialist
Voya Financial Advisors
03.2025 - Current
- Managed end-to-end transfers and consolidations of client accounts across multiple custodians and platforms, ensuring accurate data migration and seamless integration.
- Identified and resolved documentation/compliance issues during funding, enabling smooth activations and minimizing delays for high-value clients.
- Optimized workflows using Salesforce Lightning (Einstein AI), Adobe Acrobat Pro (e-sign/templates/data pulls), and virtual tools (Teams/Zoom), accelerating implementations.
Financial Solutions Advisor
Merrill Lynch
11.2022 - 05.2024
- Developed structured onboarding frameworks guiding clients through complex product setups, uncovering needs and driving platform adoption.
- Explained intricate features clearly to diverse clients, building proficiency and confidence in new tools/services.
- Coordinated cross-functional handoffs for consistent experiences across implementation lifecycle.
Investment Consultant
Fidelity Investments
08.2015 - 11.2022
- Guided clients through customized financial plans using proprietary platforms, including detailed analyses and education on tools/features.
- Partnered with operations teams to streamline setups and reduce friction during onboarding.
- Self-taught SQL in Siebel CRM to build custom sales/performance reports; gained special access to NICE call recordings to create transcribed-call tracking reports for adoption insights.
Regional Operations Manager
Maximize Self Storage Management
12.2006 - 01.2021
- Led operational planning, budgeting, and revenue forecasting across sites.
- Onboarded/mentored managers via hands-on training aligned with standards and new processes.
- Designed performance initiatives improving execution and team adoption.
Director of Revenue Management
¡Storage Self Storage
01.2007 - 01.2014
- Conducted operational/market analyses to optimize pricing and competitiveness.
- Presented data-driven plans to stakeholders for successful rollouts.
Education
Bachelor of Arts - Business Administration
University of North Florida
Skills
- Client Onboarding & Implementation
- Platform Training
- Demos & User Adoption
- AI Tools Mastery
- Beta Testing
- Project/Task Management
- Document Automation
- E-Signatures
- Workflow Optimization
- Metrics Tracking
- Cross-Functional Collaboration
- Handoffs
- SQL
- VBA Scripting
- Excel Automation
Timeline
Account Consolidation Specialist
Voya Financial Advisors
03.2025 - Current
Financial Solutions Advisor
Merrill Lynch
11.2022 - 05.2024
Investment Consultant
Fidelity Investments
08.2015 - 11.2022
Director of Revenue Management
¡Storage Self Storage
01.2007 - 01.2014
Regional Operations Manager
Maximize Self Storage Management
12.2006 - 01.2021
Bachelor of Arts - Business Administration
University of North Florida
Summary
Tech-savvy financial services professional with 15+ years guiding clients through complex platform implementations, transfers, and consolidations. Proven track record in client education, workflow automation, and cross-functional coordination to drive adoption and efficiency. Passionate self-starter who masters and extends tools (self-taught SQL/VBA, day-1 AI beta tester) to solve problems-eager to transition expertise to AI-powered legaltech onboarding at EvenUp.
Certification
- Salesforce Certified AI Associate, Pursuing, 01/01/26
- Salesforce Trailhead Explorer, 3275, 15, 1, Prompt Builder Basics & Fundamentals, Generative AI Basics, Agentforce Planning, Data + AI + CRM, Large Language Models, Change Management for AI Implementation, Artificial Intelligence Fundamentals
- Agentforce World Tour DC '26 Stamp
- Series 7
- Series 66
Software and Sytem strengths
Copilot for Microsoft 365 Enterprise | Salesforce | Workplace retirement platforms | ACAT and non-ACAT systems and workflows
Technical Proficiencies And Self Directed Projects
- Self-taught SQL for custom reporting in Siebel; built transcribed-call reports from NICE recordings
- Advanced Excel (VLOOKUP, pivots, automation); developed Outlook VBA scripts (now AI-assisted) for client scheduling/responses
- Rapid adopter/master of enterprise AI: Microsoft Copilot, Salesforce Einstein/Agentforce, Grok, Gemini (day-1 beta participant)