1. Douglas Katchen 11912 Goldenaster Place
Bradenton, Fl 34202
941-875-8768
Objective
To earn a position with a leading financial services company to wholesale their products in the
state of Florida.
Experience
RETIREMENT CONSULTANT/ WHOLESALER, WELLS FARGO, 1/94-PRESENT
Responsible for overseeing and managing retirement products and solutions implementation
across multiple wells Fargo and legacy affiliate business in Florida and Georgia.
Provide unbiased approach with multiple vendor products, and assist advisors with technical
questions on IRA’s such as 72 (t) distributions, Roth, RMD calculations and Stretch IRA
strategies. Partner with the leadership teams and advisors to consistently gather more rollover
assets.
Skills and Abilities
Vast investment product knowledge, strong comprehension of Wells Fargo wirehouse and bank
culture. Outstanding sales generation and acquired an industry reputation for consistently
surpassing objectives while building new and existing business. Proficient in: competitive and
market analysis, producer prospecting, relationship and territory management, investment and
budget management, strategic distribution, advanced markets, business planning, and ongoing
delivery of continuing education to financial advisors.
Notable Achievements
Retirement Consultant of the Year 2005.2007
Retirement Consultant of the Year 2013
Top Annuity percentage to goal 2011,2012,2013
Training
Fusion and Sequoia Top Gun sales presentation training participant
Education/Licenses
Bachelor of Science degree, Seton Hall University, May 1986
Series 7, 63 Securities License
Florida Life Health and Variable Annuity License
References
Proudly provided upon request.