Building a high-net-worth franchise in financial services is like building a championship baseball team: Your team will consist of a combination of free agents and new talent developed in your “farm system.”
The team you’re building is a sales force that can capture the ear of wealthy individuals, win their trust and confidence and perform on a consistent basis.
Meet the
Expert
About Doug
- 30 years of private client sales management with Barclays Wealth Americas and Lehman Brothers
- Managing Director of San Francisco/West Coast wealth management
- Head of Fixed Income Sales in Asia for Lehman Brothers
Experience
Founder
•
YouLaunchU
Feb, 2014
—
Present
Managing Director
•
Barclays Wealth Americas
2008
—
2013
- Managing Director in charge of West Coast wealth management business
- Joined Barclays Wealth in September 2008 as part of Barclays acquisition of Lehman Brothers Private Investment Management (PIM)
- Transitioned Barclays Wealth SF through Lehman bankruptcy
- Rebuilt sales team, business platform and client base
Managing Director
•
Lehman Brothers
1984
—
2008
- Managing Director of San Francisco, Tokyo offices
- Head of West Coast wealth management
- Re-organized office to focus on fee-based, private client service model
- Established credible Lehman market presence in Japan
- Expanded corporate footprint in greater Asian market
- Integrated corporate cultures (LCPI/Shearson)
- Re-focused business on distribution after significant 1987 risk event
Education
Dartmouth College
BA, Psychology, 1977
Academic Awards
3 sport athlete, 7 varsity letters, soccer team captainLicenses & Certifications
Series 7 General Securities
Series 3 Commodities
Series 8 Supervisory
Series 24 Principal
Series 63 Blue Sky Series
65 Advisory
Boards
San Francisco Girls Chorus Board 1998- 2011 (Young women's choral school and performance organization)
Piedmont Educational Foundation 2007-2012 (Local support organization for Piedmont, CA school district)
Piedmont Measure A school parcel tax campaign co-chair 2013
Piedmont Unified School District Board of Education member (present)
Packages with Doug starting from $400
Your Expert Package Includes:
Best Practices
Access to ALL Best Practices authored by TrustedPeer
Expert Doug Ireland on this topic.
Pre-Meeting Discovery Process
Review and analysis of your issue with pre-meeting discovery questions by Doug, followed by
a 30- or 60-minute one-on-one call.
Sample
One+-on-One Call
Your (+colleagues) meeting is directed and focused from the first minute.
Meeting Summary Report
After your call, Doug completes a Meeting Summary Report to provide you with the
session’s discussion topics, analysis, assessment and recommendations for next steps.
Sample
Post-Meeting Engagement
After your meeting, continue your relationship with Doug
on your own, or with TrustedPeer’s support.