Donna Delgado Email & Phone Number
Financial Advisor @ Equitable
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Donna Delgado Location
- New York, NY, US
Donna Delgado Work
- 2020 -now Financial Advisor @
- 2008 -2020 Financial Consultant @
- 2006 -2007 Trade Support Analyst @ Bear Stearns Asset Management
- 2005 -2006 Operations @
Donna Delgado Education
- University of Rhode Island - College of Business
Bachelor (Finance, Magna Cum Laude)
2002-2005 - Pilgrim High School 1997-2001
Donna Delgado Skills
- Estate Planning
- Financial Analysis
- Finance
- Budgets
- Retirement Income Strategies
- Project Management
- Small Business
- 401k
- Estate Planning Strategies
- Retirement Income
- Sales
- Strategic Financial Planning
- Strategic Financial
- Asset Management
- Retirement Planning
Donna Delgado Summary
- Donna Delgado, based in New York, NY, US, is currently a Financial Advisor at Equitable Advisors. Donna Delgado brings experience from previous roles at AXA Advisors, Bear Stearns Asset Management and Bear Stearns. Donna Delgado holds a 2002 - 2005 Bachelor in Finance, Magna Cum Laude @ University of Rhode Island - College of Business. With a robust skill set that includes Estate Planning, Financial Analysis, Finance, Budgets, Retirement Income Strategies and more. Donna Delgado has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Equitable Employees
Jeffrey Hurd
Chief Operating Officer
New York, NY, US
Glen Gardner
Chief Investment Officer
New York, NY, US
Michael Healy
Chief Information Officer
New York, United States
Samuel Schwartz
Managing Director, Head of Tax
New York, NY, US
Paulina Vakouros
Chief Marketing Officer, Equitable Advisors
New York, NY, US
Michael Savage
Senior Regional Vice President
New York, NY, US
Gina Tyler
Chief Communications Officer
New York, NY, US
William Eckert
Senior Vice President, Chief Accounting Officer
New York, NY, US
Erik Bass
Chief Strategy Officer
New York, NY, US
Daniel Morelli
Chief Financial Officer - Wealth Management
New York, NY, US
Mark Pearson
CEO and President
New York, NY, US
Jessica Baehr
President, Equitable Investment Management, LLC
New York, NY, US
Nick Lane
President
United States
Julia Zhang
Chief Risk Officer of Equitable Holdings
New York, NY, US
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