Alexander Donley Email & Phone Number
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Alexander Donley Location
- Cincinnati, OH, US
Alexander Donley Work
- Financial Advisor, CFP® professional @ (January 2021 - Present)
- VP and Financial Consultant, CFP® @ (January 2020 - January 2021)
- Partner @ Triple Crown Wealth Management, LLC (January 2021 - Present)
- Regional VP and Financial Consultant, CFP® professional @ (December 2015 - January 2020)
- Financial Consultant, CFP® professional @ (October 2013 - December 2015)
- Financial Professional @ (August 2005 - October 2013)
Alexander Donley Education
- The Ohio State University
Bachelor's (Finance, International Business)
1998-2002 - Walnut Hills High School 1994-1997
Alexander Donley Skills
- Annuity Strategies
- Asset Allocation Strategies
- Customer Service
- Estate Planning Strategies
- Insurance Needs Analysis
- Insurance Strategies
- Investment Strategies
- Mutual Fund Strategies
- Nonprofits
- Personal Finance
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Microsoft Word
- Project Management
- Marketing
- Asset Management
- Healthcare
- Training
- Finance
- Financial Advisory
- Financial Planners
- Fixed Annuities
- Investments
- Mortgage Lending
- 401k
- Investment Advisory
- Asset Managment
- Life Insurance
- Mutual Funds
- Wealth
- Uniform Combined State
- Non Profits
- Strategic Financial
- Retirement
- Series 7
- Securities
Alexander Donley Summary
- Alexander Donley, based in Cincinnati, OH, US, is currently a Partner at Triple Crown Wealth Management, LLC. Alexander Donley brings experience from previous roles at Equitable Advisors and AXA Advisors, LLC. Alexander Donley holds a 1998 - 2002 Bachelor's in Finance, International Business @ The Ohio State University. With a robust skill set that includes Annuity Strategies, Asset Allocation Strategies, Customer Service, Estate Planning Strategies, Insurance Needs Analysis and more. Alexander Donley has 2 emails and 3 mobile phone numbers on RocketReach.
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