2017 -2019 Managing Director, Advisory and Client Onboarding @
2012 -2019 Richmond BSG Site Leader @
2011 -2013 Senior Vice President, Ira Services @
2006 -2011 Vice President, Client Services @
2001 -2006 Vice President, Operations @
1996 -2001 Manager, Retirement Operations @
1984 -1996 Specialist, Retirement Planning @
Donna Carr Education
Southeast Missouri State University
(Criminal Justice, Police Science)
1983-1983
Donna Carr Skills
Series 7
Series 63
Securities
Financial Services
Equities
Mutual Funds
Process Improvement
Wealth Management
Vendor Management
Investments
Portfolio Management
Risk Management
Call Center
Banking
Series 24
Series 9
Series 10
Series 99
Series 27
Strategy
Call Centers
Leadership
Retirement Planning
FINRA
Retirement
Trading
Donna Carr Summary
Donna Carr, based in Florida, United States, is currently a Senior Vice President at MetLife. Donna Carr brings experience from previous roles at Bank of America Merrill Lynch, Bank of America Business and Wells Fargo Advisors. Donna Carr holds a 1983 - 1983 Southeast Missouri State University. With a robust skill set that includes Series 7, Series 63, Securities, Financial Services, Equities and more. Donna Carr has 4 emails and 2 mobile phone numbers on RocketReach.
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