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Donna Carr Location
Florida, United States
Donna Carr Work
Senior Vice President @ (April 2023 - Present)
Wealth Management Operations Executive @ (February 2021 - November 2022)
Enterprise Complaints Executive @ (August 2020 - February 2021)
Global Wealth Operations Executive @ (April 2019 - August 2020)
Managing Director, Advisory and Client Onboarding @ (October 2017 - April 2019)
Richmond BSG Site Leader @ (November 2012 - April 2019)
Senior Vice President, Ira Services @ (February 2011 - October 2013)
Vice President, Client Services @ (July 2006 - February 2011)
Vice President, Operations @ (March 2001 - July 2006)
Manager, Retirement Operations @ (January 1996 - July 2001)
Specialist, Retirement Planning @ (May 1984 - October 1996)
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 5 emails and 2 mobile phone numbers on RocketReach.
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