Summary
Overview
Work History
Education
Skills
Certification
Additional Information
References
Timeline
Generic

DOUGLAS BRISCOE

Oakland,CA

Summary

Accomplished Financial Advisor and Real Estate Investor with a proven track record at Morgan Stanley, adept at developing financial plans and wealth management. Skilled in relationship development and problem-solving, I successfully managed a $100 million investment portfolio, demonstrating exceptional organizational skills.


Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Ramp Service Employee

United Airlines
06.2024 - Current
  • Proven ability to learn quickly and adapt to new situations.
  • Assists in facilitation of departure and arrival of flights
  • Emphasizes safety and following standard operating procedures at al times
  • Skilled at working independently and collaboratively in a team environment.
  • Worked effectively in fast-paced environments.
  • Self-motivated, with a strong sense of personal responsibility.

Private Client Banker

Chase Bank
05.2021 - 04.2024
  • Reached out to Chase customers by phone and in-branch meeting to develop personal relationships, discovered needs of clients, and referred to professional partners in branch (i.e. Financial Advisors, Business Relationship Manager, Home Lending Advisor)
  • Opened accounts (checking, savings, personal, joint, trust, custodial, business, etc.)
  • Focused on working primarily with high-net-worth clients who fit Private Client profile (assets with Chase of $150k or more)
  • High producer who brought in $1 mil to $5 mil in new assets per month
  • Performed routine customer maintenance on accounts
  • Sold bank products: CDs, credit cards, and received trailers on investments, home loans, and business lines of credit
  • Took on responsibilities to assist branch manager in operating branch: opened and closed branch routinely, assisted in training new employees, led morning downloads, top problem-solver in branch
  • Developed a thorough understanding of clients'' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.
  • Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
  • Facilitated successful estate planning discussions, addressing sensitive topics with tact and professionalism.
  • Coordinated closely with investment specialists to provide well-rounded advice on asset allocation and portfolio management.

Real Estate Investor

Diamond Security Brokerage, LLC
12.2014 - 07.2021
  • Located investment opportunities for clients
  • Analyzed property values and repair costs to determine estimated worth of properties for potential investment
  • Managed investor, agent, property owner relationships to facilitate closing of deals

Sort Manager

FedEx Ground
12.2004 - 08.2013
  • Started as package handler, promoted to belt manager after 4 months
  • Moved to annex of South SF Bldg
  • To assist Senior Manager in running building
  • Acted as Sort Manager/P&D Manager
  • Moved to Fremont bldg
  • When annex was moved to Fremont as part of expansion
  • Promoted to Vision Coordinator in SJ bldg
  • And improved building performance over 2 years
  • Promoted to Sort Manager in 2012 to 3rd largest terminal in Northern California

Financial Advisor

Morgan Stanley/ Guardian Life Insurance
10.1999 - 12.2006
  • Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance to formulate and actualize strategic financial plans; managed $100 mil client investment portfolio at Morgan Stanley
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.

Education

Bachelor of Arts - Sociology

University of California, Berkeley
Berkeley, CA

Skills

  • Stock market expertise
  • Making insurance decisions
  • Funding education
  • Retirement planning
  • Organization
  • Developing financial plans
  • Advising on investments
  • Mutual funds understanding
  • Wealth management
  • Relationship development
  • Problem-Solving
  • Friendly, Positive Attitude

Certification

  • NASD Series 6, 63
  • Notary License
  • Formerly held NASD Series 7, 31, & 66
  • CA Insurance- Life/ Variable

Additional Information

Completed Morgan Stanley Dean Wier courses in Financial Planning, LumpSum Distributions, Completed Morgan Stanley, Branch Level, Options Trading Exam, Gained Morgan Stanley designation as Retirement Planning Specialist

References

Available upon request.

Timeline

Ramp Service Employee

United Airlines
06.2024 - Current

Private Client Banker

Chase Bank
05.2021 - 04.2024

Real Estate Investor

Diamond Security Brokerage, LLC
12.2014 - 07.2021

Sort Manager

FedEx Ground
12.2004 - 08.2013

Financial Advisor

Morgan Stanley/ Guardian Life Insurance
10.1999 - 12.2006

Bachelor of Arts - Sociology

University of California, Berkeley

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DOUGLAS BRISCOE