Douglas Wilburn

Examiner
DISC Type : cs

General Counsel & Chief Compliance Officer Valmark Financial Group at Valmark Financial Group

Akron, Ohio, United States

Overview

Douglas Wilburn is the General Counsel and Chief Compliance Officer at Valmark Financial Group, leveraging a deep background in securities law and compliance. His career includes roles as a Managing Director at JPMorgan Chase and serving as the Missouri Securities Commissioner. He earned his Doctor of Law from Saint Louis University.

He expresses immense pride in his colleagues and the work culture at Valmark, celebrating team accomplishments and actively promoting career opportunities within the company. He is focused on building an amazing team of talented professionals and fostering a positive work environment.

Unique fact: Douglas serves as a member of the FINRA North Region Committee, influencing industry standards.

Personality Overview

Unexpressive

Process Oriented

Late Adopter

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Securities Regulation
His career is rooted in securities law, including serving as the Missouri Securities Commissioner and his current involvement on a FINRA committee.
Compliance & Risk
As Chief Compliance Officer, he is an expert in this area and actively recruits for compliance and risk management roles on his team.
Team Building
He frequently posts about hiring for his team and expresses great pride in the accomplishments of his "wonderful colleagues" at Valmark.

Media Appearances

Doug Wilburn, JD - Valmark Financial Group. Featured in Valmark Financial Group (official website)

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Leadership Team - Valmark Financial Group. Featured in The Org

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Work History

General Counsel & Chief Compliance Officer Valmark Financial Group at Valmark Financial Group
4-2006
Managing Director/Chief Compliance Officer at JPMorgan Chase & Co.
2-2001 - 4-2006
Senior Vice President/Managing Director at Wachovia Securities, LLC
7-1995 - 1-2001
Missouri Securities Commissioner at Missouri Securities Division
10-1992 - 7-1995
Associate - Litigation at Bryan Cave

Education

1982 - 1985
Doctor of Law (JD) from Saint Louis University School of Law
1978 - 1982
Bachelor of Arts (BA) from University of Missouri-Columbia

More Information

Social Presence :

Prographics :

Exp : 33 Location : Akron, Ohio, United States Job Level : Leadership Designation : General Counsel & Chief Compliance Officer Valmark Financial Group at Valmark Financial Group
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Insights For Selling To Douglas

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Douglas is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Douglas

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Douglas move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Douglas take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Douglas

Personality Compatibility


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