Caitlin Douglas
About Caitlin Douglas
Caitlin Douglas serves as the Director and Head of Transition Services at Dynasty Financial Partners, where she focuses on M&A support and flexible capital solutions for advisors. She holds a BBA from Ohio University and a certificate in Leadership Principles from Harvard Business School Online.
Work at Dynasty Financial Partners
Caitlin Douglas serves as the Director and Head of Transition Services at Dynasty Financial Partners, a position she has held since 2018. In this role, she plays a key part in providing mergers and acquisitions (M&A) support to firms aiming for inorganic growth or succession planning. Douglas is involved in offering flexible capital solutions that assist advisors in developing, expanding, and scaling their businesses. She supports the proprietary core service model that delivers middle and back office assistance in various areas, including finance, technology, marketing, compliance, practice management, investments, consulting, and community.
Education and Expertise
Caitlin Douglas has a solid educational background in finance. She earned a Bachelor of Business Administration (BBA) from Ohio University, where she studied from 2001 to 2005. In 2020, she furthered her education by completing a Certificate in Leadership Principles through Harvard Business School Online, a program that lasted 11 months. This combination of academic credentials equips her with the knowledge and skills necessary for her current role in financial services.
Previous Experience at OmniGuide
Before joining Dynasty Financial Partners, Caitlin Douglas worked at OmniGuide as a Medical Device Sales Territory Manager from 2011 to 2012. During her tenure in the Baltimore, Maryland area, she gained valuable experience in sales and territory management within the medical device sector. This role contributed to her professional development and provided insights into the dynamics of sales and client relationship management.
Contributions to Enterprise Value and Growth
In her current role at Dynasty Financial Partners, Caitlin Douglas contributes to enhancing enterprise value and accelerating growth for network firms. She focuses on fostering strategic and cultural partnerships that align with the goals of the firms she supports. Her efforts are directed towards creating a robust environment for advisors, enabling them to thrive in a competitive financial landscape.