Bob Donnell Email & Phone Number
Implementation and Onboarding Manager @ Alternative Investment Exchange (AIX)
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Bob Donnell Location
- Atco, NJ, US
Bob Donnell Work
- Implementation and Onboarding Manager @ (May 2021 - Present)
- Head of Account Management @ Simplified Financial, Inc (March 2017 - May 2021)
- Senior Manager of Back Office Operations @ Interactive Advisory Software, Inc. / Hanlon Investment Management, Inc. (March 2014 - March 2017)
- Strategic Accounts Manager, AVP @ Interactive Advisory Software, Inc. / Hanlon Investment Management, Inc. (November 2013 - March 2014)
- Senior Private Banking Manager, AVP @ (November 2010 - November 2013)
- Relationship Manager @ (December 2006 - November 2010)
- Licensed Financial Sales Consultant II @ (August 2005 - December 2006)
Bob Donnell Education
- Rowan University
Bachelor of Science (Finance, General)
1995-1999 - Rowan University
Bachelor's Degree (Business/Managerial Economics)
1995-1999
Bob Donnell Skills
- Account Management
- Account Reconciliation
- Agile & Waterfall Methodologies
- Alternative Investments
- Asset Management
- BFSI
- Back Office Operations
- Bloomberg Terminal
- Business Apps
- Client Integration
- Community Engagement
- Community Service
- Complex Sales
- Contract Management
- Contract Negotiation
- Corporate Finance
- Customer Relationship Management (CRM)
- Digital Authentication
- Dropbox
- Educational Leadership
- FINRA
- Financial Markets
- Financial Planning and Analysis (FP&A)
- Google Sheets
- Implementation Experience
- Implementation Planning
- Investment Advisory Services
- Investment Banking
- Invoicing
- Key Performance Indicators
- Leadership
- LinkedIn Learning
- MYOB
- Macroeconomics
- Management of Direct Reports
- Microsoft Lists
- Microsoft Office
- Money Guide Pro
- Network Integration
- Onboarding
- Operational Efficiency
- Operations Management
- Oversight
- Private Banking
- Process Implementation
- Project Management
- Quarterly Reporting
- ROI Strategies
- Regulatory Compliance
- Regulatory Development
- Regulatory Intelligence
- Reporting & Analysis
- Request Management
- Salesforce.com
- Smartsheet
- Software Implementation Management
- Software as a Service (SaaS)
- Sports Nutrition
- Strategic Asset Management
- Team Building
- Time Management
- USA PATRIOT Act
Bob Donnell Summary
- Bob Donnell, based in Atco, NJ, US, is currently a Implementation and Onboarding Manager at Alternative Investment Exchange (AIX). Bob Donnell brings experience from previous roles at Simplified Financial, Inc, Interactive Advisory Software, Inc. / Hanlon Investment Management, Inc. and PNC Bank. Bob Donnell holds a 1995 - 1999 Bachelor of Science in Finance, General @ Rowan University. With a robust skill set that includes Account Management, Account Reconciliation, Agile & Waterfall Methodologies, Alternative Investments, Asset Management and more. Bob Donnell has 1 mobile phone numbers on RocketReach.
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