Donna Bell Email & Phone Number
SVP, Equity Management Services @ insightsoftware
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Donna Bell Location
- Denver, CO, US
Donna Bell Work
- 2022 -now Advisory Board Member, Certified Equity Professional Institute @
- 2021 -now SVP, Equity Management Services @
- 2014 -now SVP, Equity Management Services @
- 2009 -2014 VP, New Business Consultant – CEP @
- 2002 -2007 Relationship Manager - Equity Plan Services @
- 1985 -2007 Various @ Merrill Lynch
Donna Bell Education
- Eastern Connecticut State University 1981-1985
Donna Bell Skills
- Six Sigma Black Belt
- CEP
- Series 7
- Series 8
- Series 63
- Six Sima Blackbelt
- Business Strategy
- Process Improvement
- Project Management
- Employee Benefits
- Strategic Planning
- Equities
- Finance
- Financial Analysis
- Investments
- Wealth Management
- New Business Development
- Options
- Securities
- Financial Services
- FINRA
- Management
- Leadership
- Solutions
- Six Sigma
- Mergers and Acquisitions
- Retirement
- Compliance
- CRM
- Administration
- Portfolio Management
- 401k
- Services
- Business Process Improvement
- Customer Relationship Management Crm
- Business Analysis
- Customer Relationship Management
Donna Bell Summary
- Donna Bell, based in Denver, CO, US, is currently a SVP, Equity Management Services at insightsoftware. Donna Bell brings experience from previous roles at Santa Clara University, Certent, Inc., Bank of Amercia Merrill Lynch and Bank of America Merrill Lynch. Donna Bell holds a 1981 - 1985 Eastern Connecticut State University. With a robust skill set that includes Six Sigma Black Belt, CEP, Series 7, Series 8, Series 63 and more. Donna Bell has 4 emails on RocketReach.
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