Kelli Douglas, CCO

Kelli Douglas, an Alabama native, has been working in Colorado in the financial services industry for over 8 years. She began her career as an institutional trader for OppenheimerFunds Inc. and Charles Schwab. Before joining Cascade, Kelli was a portfolio administrator for Envestnet. She not only handled trading but also was responsible for training, procedure development, and trade error management. Kelli took over as Compliance Director for Cascade in January of 2008. She currently holds FINRA licenses 24, 7, and 63. Kelli is engaged to be married and her personal interests include skiing, hiking, walking her dog, and volunteering at her church along with several other non-profit organizations.