Donna Mandel Email & Phone Number
Financual Planning Consultant @ Lincoln Investment Chicagoland Regional Office
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Donna Mandel Location
- Glenview, IL, US
Donna Mandel Work
- 2022 -now Financual Planning Consultant @
- 2022 -now Financial Planning Consultant @
- 2021 -2022 Financial Panning Consultant @ Northwestern Mutual Investment Services, LLC
- 2015 -2020 Financial Planning Consultant @
- 2012 -2015 Associate Relationship Manager @
- 2011 -2012 Institutional Investment Reporting Analyst - Contractor @
- 2010 -2011 Student @ College of Lake County
- 2010 -2010 Registered Client Service Associate @
- 2008 -2009 Registered Relationship Manager @ MorganStanley SmithBarney
Donna Mandel Education
- Illinois State University
Bachelor of Science (BS) (Finance, General)
- College of Lake County
Paralegal Studies Program
Donna Mandel Skills
- Team Leadership
- Fixed Income
- Securities
- Mutual Funds
- Series 63
- Management
- Client Services
- Asset Management
- Variable Annuities
- Fund Services
- Research
- Equities
- Social Media
- Fixed Annuities
- Life Insurance
- Series 7
- Investments
- ETFs
- Portfolio Management
- Financial Services
Donna Mandel Summary
- Donna Mandel, based in Glenview, IL, US, is currently a Financual Planning Consultant at Lincoln Investment Chicagoland Regional Office. Donna Mandel brings experience from previous roles at Lincoln Investment Chicagoland Regional Office, Northwestern Mutual Investment Services, LLC, Fidelity Investments and Northern Trust Global Investments. Donna Mandel holds a Bachelor of Science (BS) in Finance, General @ Illinois State University. With a robust skill set that includes Team Leadership, Fixed Income, Securities, Mutual Funds, Series 63 and more. Donna Mandel has 2 emails and 1 mobile phone numbers on RocketReach.
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