Douglas Hintlian
Dallas,TX
Summary
Proven leader in financial services, with focus on RIAs and Independent Firms. Maintained a track record of driving growth at multiple asset management firms, through strategic territory management and exceptional customer service. Skilled in leveraging excellent communication and team collaboration to exceed sales targets. Demonstrates adaptability and a results-driven approach, enhancing client satisfaction and firm revenue.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Regional Director
Virtus Investment Partners
10.2014 - Current
- Establish strong relationships with advisors for collaborative business opportunities.
- Deliver presentations in person, and at industry events, positioning the company as a thought leader in its field.
- Increase regional sales by implementing strategic marketing plans and targeted client development.
- Collaborates closely with peers from other regions to share best practices, knowledge, and resources.
- Leverages data and analytics to make informed decisions and drive business improvements.
- Increase sales revenue by establishing strong relationships with key clients and providing exceptional customer service.
Regional Vice President
Columbia Threadneedle Investments
10.2007 - 09.2014
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
- Maximized revenue generation opportunities by analyzing market trends and identifying potential gaps in product offerings or service capabilities.
- Analyzed market trends to identify new potential clients and business opportunities.
- Increased territory sales, and developed a strong network of financial advisors.
Regional Sales Director
Columbia Threadneedle Investments
12.2003 - 12.2004
- Handled inbound/outbound sales and sevice calls.
- Enhanced client satisfaction by providing exceptional product knowledge and support in a timely manner.
- Supported external wholesaler with territory management, and meeting follow up.
- Increased sales by developing and maintaining strong relationships with financial advisors and clients.
Financial Advisor
Merrill Lynch
12.2003 - 12.2004
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Collaborated with team members to streamline processes and improve overall client experience.
Financial Advisor Trainee
UBS Financial Services
08.2002 - 07.2003
- Educated clients on financial topics and best practices.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Advised clients on investments, retirement solutions
- Assisted multiple financial advisors, with inbound phone calls and administrative tasks.
Intern
CIBC Oppenheimer
05.2002 - 07.2002
- Participated in professional development opportunities to enhance skill set, obtained General Securities Representative Exam - Series 7
- Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
- Reviewed and edited documents for accuracy, grammar and clarity.
Education
Bachelor of Science - Business Administration
Southern New Hampshire University
Manchester, NH05.2000
Skills
- Territory Management
- Customer Service
- Time Management
- Multitasking
- Excellent Communication
- Organizational Skills
- Adaptability and Flexibility
- Self Motivation
- Team Collaboration
Accomplishments
2019 Sales MVP - Independent / RIA Divison
Certification
Series 7- General Securities Representative
Series 66 - Uniformed Combined State Law Exam
Timeline
Senior Regional Director
Virtus Investment Partners
10.2014 - Current
Regional Vice President
Columbia Threadneedle Investments
10.2007 - 09.2014
Regional Sales Director
Columbia Threadneedle Investments
12.2003 - 12.2004
Financial Advisor
Merrill Lynch
12.2003 - 12.2004
Financial Advisor Trainee
UBS Financial Services
08.2002 - 07.2003
Intern
CIBC Oppenheimer
05.2002 - 07.2002
Bachelor of Science - Business Administration
Southern New Hampshire University
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