Bio
Generated by
Topline AI
Douglas Jackson is a seasoned finance professional with 30+ years of experience in strategic financial planning, investment management, and sales. He has held leadership positions at top financial institutions, including Pacific Life and Merrill Lynch, and has expertise in retirement planning, mutual funds, and financial services. Jackson has also served as a board member for Human Options, Inc., a non-profit organization that provides safe haven and life-changing programs for abused women and their families.
Experience
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Snowbasin Resort
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Huntsville, Utah, United States
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Guest Services
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Nov 2021 - Apr 2022
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Huntsville, Utah, United States
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Human Options, Inc.
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Irvine, CA
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Board Member
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Jan 2016 - Dec 2021
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Irvine, CA
Human Options provides safe haven and life changing programs to help abused women, their children and families rebuild their lives – and works with the community to break the cycle of domestic violence.
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Pacific Life
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Newport Beach, California, United States
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Vice President, Senior Managing Director
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Jan 2009 - Sep 2021
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Newport Beach, California, United States
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Consultant
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Sep 2007 - Dec 2008
Consulting services to bank brokerage and insurance programs
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Senior Vice President
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Jun 2003 - Sep 2007
WM Financial Services
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Senior Vice President
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2003 - 2007
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President
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May 1988 - Jun 2002
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Dreyfus
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Orange County, California Area
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Regional Sales
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May 1986 - May 1988
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Orange County, California Area
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Merrill Lynch
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Newport Beach, CA
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Financial Consultant
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Jul 1981 - May 1986
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Newport Beach, CA
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District Field Representative
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1979 - 1981
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Education
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University of Southern California
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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