Brian Donley's Location
Madison, WI, US
Brian Donley's Work
- Vice President of Wealth Management @ Mendota Financial Group
- VP - Investment Management @ Thompson Investment Management, Inc.
- Midwest Regional Controller @ Comfort Systems USA
- CFO @ North American Mechanical, Inc.
- Senior Staff Accountant @ SVA
- Director of Operations @ Alexander & Company
Brian Donley's Education
- University of Wisconsin-Whitewater
MS (Accounting)
1989 - 1991 - University of Wisconsin-Madison
BS (Economics)
1982 - 1987
Brian Donley's Skills
- Retirement
- Wealth Management
- Investment Management
- Finance
- Wealth
- Strategic Financial Planning
- Financial Analysis
- Investment Advisory
- Small Business
- Wealth Management Services
Brian Donley's Summary
Brian Donley, based in Madison, WI, US, is currently a Vice President of Wealth Management at Mendota Financial Group LLC, bringing experience from previous roles at Thompson Investment Management, Comfort Systems USA, North American Mechanical, Inc. and Suby Von Haden and Associates. Brian Donley holds a 1989 - 1991 MS in Accounting @ University of Wisconsin-Whitewater. With a robust skill set that includes Retirement, Wealth Management, Investment Management, Finance, Wealth and more, Brian Donley contributes valuable insights to the industry. Brian Donley has 2 emails and 1 mobile phone number on RocketReach.
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