Brian Donlon Email & Phone Number
Governance Specialist @ Wells Fargo Advisors
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Brian Donlon Location
- Fairless Hills, PA, US
Brian Donlon Work
- 2021 - now Governance Specialist @
- now Reg. Operations Lead @
- 2019 - 2021 Financial Service Representative @
- 2017 - 2021 Retail Compliance Analyst @ Jannney Montgomery Scott
- 2017 - 2019 Compliance Analyst @ Jannney Montgomery Scott
- 2005 - 2016 Admin Manager @
- 2007 - 2016 Admin. Manager @
- 2003 - 2005 Admin Manager @
- 2001 - 2002 Financial Planner @
- 2000 - 2001 Customer Service Representative @ New York Life
- 1999 - 2001 team lead @ National Discount Brokers
- 1993 - 1996 Team lead @
Brian Donlon Education
- Johnson & Wales University
BS (Marketing)
1985 - 1989 - Our lady of Victory 1974 - 1981
Brian Donlon Skills
- Financial Advisory
- Series 63
- Banking
- Fixed Income
- Retirement Planning
- Portfolio Management
- Capital Markets
- Investments
- Relationship Management
- Mortgage Lending
- Vendor Management
- Finance
- Financial Services
- Asset Managment
- Wealth Management
- Equities
- Mutual Funds
- Strategic Financial Planning
- Microsoft Excel
- Risk Management
- Asset Management
- Credit
- Customer Service
- Financial Analysis
- Trading
- Retail Banking
- Loans
- Series 7
- Securities
- Financial Planning
Brian Donlon Summary
- Brian Donlon, based in Fairless Hills, PA, US, is currently a Governance Specialist at Wells Fargo Advisors. Brian Donlon brings experience from previous roles at Ameriprise Financial Services, Inc., Merrill Lynch and Jannney Montgomery Scott. Brian Donlon holds a 1985 - 1989 BS in Marketing @ Johnson & Wales University. With a robust skill set that includes Financial Advisory, Series 63, Banking, Fixed Income, Retirement Planning and more. Brian Donlon has 4 emails and 1 mobile phone numbers on RocketReach.
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