David Donaldson Email & Phone Number
Chicago Branch Manager | Senior Vice President - Wealth Management @ Raymond James
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David Donaldson Location
- Chicago, IL, US
David Donaldson Work
- 2026 -now Chicago Branch Manager | Senior Vice President - Wealth Management @
- 2023 -2025 Midwest Private Wealth Regional Managing Director @
- 2010 -2023 Chicago Metro Senior Market Executive @
- 2021 -2023 Bank of America Market Integration Executive @
- 2006 -2010 Naples Market Executive @
- 2003 -2006 San Francisco Associate Market Executive @
- 2000 -2003 Vice President, Paramus Market Sales Manager @
- 1999 -2000 Vice President, Financial Planning Sales Group @
- 1996 -1999 Great Lakes Market Financial Planning Specialist @
David Donaldson Education
- Michigan State University
Bachelor's Degree
David Donaldson Skills
- Financial Services
- Services
- Wealth Management
- ERISA
- Mutual Funds
- 401k
- Retirement
- Pensions
- Retirement Planning
- Securities
- Investments
- Employee Benefits
- Investment Advisory
- Financial Advisory
- Insurance
- Investment Management
- Portfolio Management
- Private Equity
- Asset Allocation
- Qualified Retirement Plans
- Financial Risk
- Defined Benefit
- Banking
- Fiduciary Management
- Fiduciary Services
- Litigation
- Pension Funds
- Tax
- Retirement Plan Consulting
- Alternative Investments
David Donaldson Summary
- David Donaldson, based in Chicago, IL, US, is currently a Chicago Branch Manager | Senior Vice President - Wealth Management at Raymond James. David Donaldson brings experience from previous roles at Merrill Lynch. David Donaldson holds a Bachelor's Degree @ Michigan State University. With a robust skill set that includes Financial Services, Services, Wealth Management, ERISA, Mutual Funds and more. David Donaldson has 2 emails and 2 mobile phone numbers on RocketReach.
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