Brian Donley Email & Phone Number
Investment Partner and CFO @ Walleye Partners
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Brian Donley Location
- Madison, WI, US
Brian Donley Work
- Investment Partner and CFO @ (January 2025 - Present)
- Vice President of Wealth Management @ (February 2010 - December 2024)
- VP - Investment Management @ Thompson Investment Management (January 2004 - November 2009)
- Midwest Regional Controller @ (January 1998 - January 2004)
- CFO @ North American Mechanical, Inc. (January 1995 - January 2004)
- Senior Staff Accountant @ (August 1991 - May 1995)
- Director of Operations @ (January 1987 - January 1989)
Brian Donley Education
- University of Wisconsin-Whitewater
MS (Accounting)
1989-1991 - University of Wisconsin-Madison
BS (Economics)
1982-1987
Brian Donley Skills
- 401k
- Alternative Investments
- Asset Allocation
- Certified Financial Planner
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Planning
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Small Business
- Strategic Financial Planning
- Tax
- Wealth
- Wealth Management
- Wealth Management Services
- Leadership
- Microsoft Excel
- Customer Service
Brian Donley Summary
- Brian Donley, based in Madison, WI, US, is currently a Investment Partner and CFO at Walleye Partners. Brian Donley brings experience from previous roles at Mendota Financial Group LLC, Thompson Investment Management, Comfort Systems USA and North American Mechanical, Inc.. Brian Donley holds a 1989 - 1991 MS in Accounting @ University of Wisconsin-Whitewater. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Certified Financial Planner, Estate Planning and more. Brian Donley has 2 mobile phone numbers on RocketReach.
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Director of Client Engagement
Madison, WI, US
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