Brian Donley Email & Phone Number
Investment Partner and CFO @ Walleye Partners
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Brian Donley Location
- Madison, WI, US
Brian Donley Work
- 2025 -now Investment Partner and CFO @
- 2010 -2024 Vice President of Wealth Management @
- 2004 -2009 VP - Investment Management @ Thompson Investment Management
- 1998 -2004 Midwest Regional Controller @
- 1995 -2004 CFO @ North American Mechanical, Inc.
- 1991 -1995 Senior Staff Accountant @
- 1987 -1989 Director of Operations @
Brian Donley Education
- University of Wisconsin-Whitewater
MS (Accounting)
1989-1991 - University of Wisconsin-Madison
BS (Economics)
1982-1987
Brian Donley Skills
- Retirement
- Wealth Management
- Investment Management
- Finance
- Wealth
- Strategic Financial Planning
- Financial Analysis
- Investment Advisory
- Small Business
- Wealth Management Services
- Retirement Planning
- Financial Planning
- Financial Planners
- Asset Allocation
- Investments
- Estate Planning
- Portfolio Management
- 401k
- Mutual Funds
- Financial Advisory
- Alternative Investments
- Investment Strategies
- Certified Financial Planner
- Tax
- Retirement Plan Consulting
- 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 Retirement, Wealth Management, Investment Management, Finance, Wealth and more.
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