Financial Services
Technology, Information and Media
Active

Ted D

Managing Partner

About Me

Theodore S. Douglas Consulting the C-Suite | Executive Leadership | Strategic Advisory With a career spanning over 25 years, Theodore S. Douglas is a seasoned C-suite executive who has excelled in CEO, CIO, CFO, and COO roles across diverse sectors, including family offices, institutional investment firms, financial services, and technology. His expertise lies in steering organizations through complex financial landscapes, optimizing operations, and implementing high-impact strategies that drive growth, efficiency, and long-term sustainability. He is adept at fostering strong relationships across board, management, and teams, ensuring that long-term management objectives are met with integrity and foresight. Ted’s ability to lead diverse teams, innovate with technology, and balance guiding principals and values with objectives positions him as a key advisor for any C-Suite, Board, or Executive leadership teams looking to navigate the evolving management landscape. Education & Certifications B.S. in Economics and Finance, Fairleigh Dickinson University Executive Education in Corporate Strategy & Management, Harvard University Executive Workshop in Integrating Finance and Strategy for Value Creation, UPENN Wharton School Arthur Andersen Financial Analysts Certification

Experience

Seniority LevelC-Suite
Years of Experience20+ years
Current StatusActive

Certification

Total Certifications4

Bachelor of Science in Economics and Finance, Fairleigh Dickinson University

Executive Education in Corporate Strategy Management, Harvard University

Executive Workshop in Integrating Finance and Strategy for Value Creation, UPENN Wharton School

Arthur Andersen Financial Analysts Certification in financial and credit analysis

Skills

Core skills68
Languages2

Skills

Enterprise Strategy
Growth
Vision setting
Business modeling
Strategic execution
Operations
Scale
Talent leadership
Budget oversight
KPI frameworks
Global team management
Capital Markets
Corporate Finance
MA
Fundraising
Liquidity planning
Investor relations
Technology
Innovation
Digital transformation
AI/ML integration
Data strategy
Governance
Risk
Regulatory leadership
Board reporting
Crisis planning
Succession planning
Stakeholder management
Client Trust
Board communication
Customer success
Partner alignment
Global Perspective
People Leadership
High EQ leadership style
Inclusive culture building
Team multiplier
Technology-Driven Strategy
Digital Transformation
Automation
Enterprise Platform Implementation
Leadership
Global Team Development
Regulatory
Risk Governance
Strategic Vision
Agile Excellence
Stakeholder Alignment
Operational Focus
Business Management
C-Suite Leadership
Business Transformation
Investment Strategy
Financial Management
Risk Optimization
Negotiations
Stakeholder Management
Operational Excellence
Organizational Leadership
Digital Innovation
Technology Integration
Client Relationship Management
Advisory
Multi-Generational Wealth
Family Office Advisory
Change Management
Leadership Development

Languages

English (British)
English

Services