Doug Tate

Vice President Investments

Doug Tate is a highly qualified expert, working in Merrill Lynch main office of which is in 4. as a Financial Advisor from 2011. This expert has earned professional experience in more than 12 positions at various companies. Doug Tate went to the Louisiana State University and was studying from 2010 to 2012. This professional has such professional qualifications as Series 7; General Securities Representative Exam, Series 66; Uniform Combined State Law Examination, and Chartered Retirement Planning Counselor (Crpc). New Orleans, Louisiana is the city, where this expert was lastly known to be settled. This expert's email address and phone are easily accessed through SoftwareOfficial by request.
Name variants:
Douglas Tate
Last updated May 08, 2024

Contact Information

Last Update
Jun 22, 2022
Email
do**@yahoo.com
Location
New Orleans, LA
Company

Workplace

Merrill Lynch
Financial Advisor

New York, NY

Industry

Financial Services, Business Services, Security Broker/Dealer

Work History

Financial Advisor

New York, NY
Oct 2011 — Oct 2016

Vice President Investments

1 north Brentwood Suite 850 St, Louis, MO
Danielson-Tate Wealth Management Mandeville, Louisiana USA
from Oct 2016

Regional Program Development Manager

18109 northeast 76Th St SUITE 100, Redmond, WA 98052
Responsible for implementing NOS (Natural Orifice Surgery) / Incisionless Surgery Programs with hospitals and surgery centers throughout Louisiana and Mississippi. Call points include C-Suit...
Feb 2011 — Jan 2012

Strategic Corporate Sales Director

Minnesota
Executed the largest leveraged deal in St. Jude Medical history (ESG Region) Covering states of Arkansas, Mississippi, and Louisiana including major accounts such as Ochsner Health System, S...
Jun 2009 — Feb 2011

Business Owner

Mama Mia Maternity offers a full line of maternity wear for all stages of pregnancy. Fashions from Olian, Tummy T's, Maternal America, Citizens, Paige, Lauren Kiyomi, Mia Bossi, MacClaren, B...
Apr 2008 — Sep 2009

Territory Manager

Sunnyvale, CA
Barrx Medical is a medial device company founded to develop solutions for Barrett's esophagus, a precancerous change in the tissue lining of the esophagus. It is headquartered in Silicon Val...
Nov 2008 — Jun 2009

Senior Neurology Sales Representative

In only 8 months brought my primary product, Copaxone (Glatirmaer Acetate--injection for Relapsing Remitting Multiple Sclerosis), to the number spot in the multiple sclerosis space in Louisi...
Oct 2007 — Nov 2008

Crm Sales Representative

100 Boston Scientific Way, Marlborough, MA 01752
Call points included electrophysiologists (EPs), cardiologists, cardio-thoracic surgeons, heart failure physicans, cardiac cath lab staff, OR surgery staff, purchasing, materials management...
Dec 2004 — Oct 2007

Cardiology Specialty Sales Representative

Responsible for selling Diovan, Lotrel, and Starlix to all cardiologists in Austin and San Antonio markets.
Oct 2002 — Dec 2004

Sales Representative

New York, NY
Sold Cardura, Glucotrol XL, Lipitor, Norvasc, Viagra, Zoloft, and Zyrtec
Feb 1998 — Sep 2002

Investor Relations

333 north Central Ave, Phoenix, AZ 85004
Investor Relations for Freeport Copper and Gold (NYSE: FCX)
May 1996 — Sep 1996

Disc Jockey

Baton Rouge, LA
On Air Disc Jockey
Dec 1993 — Nov 1994

Occupations

Executive
Vice President
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper

Skills

Electrophysiology
Technical Sales
Corporate Accounts
Estate Planning
401K
401K Rollovers
Roth Ira
Ira Rollovers
Commodity Risk Management
Commodities
Convertible Bonds
Bonds
Market Development
Equity Research
Equity Derivatives
Equity Valuation
529 Plans
Market Research
Portfolio Management
Portfolio Optimization
Financial Management
Financial Markets
Series 7
Series 66
Medical Devices
Sales
Sales Management
Salesforce.com
Coverdell
Public Speaking
Retirement
College Savings Plans
Research
Crpc
Selling
Adpa
Cmfc
Csna
Technical Sales Presentations
Behavioral Finance
Managerial Finance
Competitive Analysis
Strategy
Capital Equipment
Corporate Finance
Crm
Uniform Combined State Law
Sales Operations
Sales Force Development
Hospitals

FAQs about Doug Tate

What is the profession of Doug Tate?

This professional's job is Vice President Investments

What are the main profession of Doug?

These person's professions are Executive and Vice President

Where does Doug Tate live?

New Orleans, Louisiana is the place where Doug Tate lives

Does Doug Tate have the email address?

do**@yahoo.com is Doug's email address.

Where did Doug Tate work?

The expert worked at Merrill Lynch, Benjamin F. Edwards & Co..

Where has Doug Tate studied?

Doug studied at the Louisiana State University from 2010 to 2012.

Are there any certifications Doug Tate has?

This professional received the following certifications: Series 7; General Securities Representative Exam and Series 66; Uniform Combined State Law Examination.

What is the industry that Doug Tate worked in?

This person works in Financial Services industry.
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