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.

Success depends on your team of winners. Treat them as customers – and establish a reputation for doing so – and you’re well on the way to establishing your franchise.
Meet the Expert

Doug Ireland

Consultant Doug Ireland
TrustedPeer Expert, TrustedPeer, Inc.
Piedmont, California
  • English
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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 captain

Licenses & 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-Call Discovery Process

Review and analysis of your issue with pre-call discovery questions by Doug, followed by a 30- or 60-minute one-on-one call. Sample

One+-on-One Call

Your (+colleagues) session is directed and focused from the first minute.

Session Summary Report

After your call, Doug completes a Session Summary Report to provide you with the session’s discussion topics, analysis, assessment and recommendations for next steps. Sample

Post-Session Engagement

After your session, continue your relationship with Doug on your own, or with TrustedPeer’s support.