Donna McNeely Email & Phone Number
President @ Kinecta Wealth Management
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Donna McNeely Location
- Redondo Beach, CA, US
Donna McNeely Work
- President @ (October 2022 - Present)
- President @ Kinecta Financial Management Co, LLLC (October 2022 - Present)
- Chief Operating Officer @ (June 2018 - October 2022)
- Senior Vice President, Member Experience @ (March 2010 - June 2018)
- Senior Vice President @ (May 2008 - February 2010)
- Manager, Investment Services @ (January 2006 - May 2008)
- President and CEO @ Fusion Financial Marketing Group (December 2003 - April 2008)
- VP, Western Regional Manager @ Talbot Financial Services, Inc. (January 2001 - November 2003)
- Vice President, Western Divisional Manager (Financial Institutions Division) @ SunAmerica Financial Group (April 1995 - October 2001)
Donna McNeely Education
- The Wharton School
Advanced Management Program - 72 (Executive Education)
2017-2017
Donna McNeely Skills
- Growth Strategies
- Business Strategy
- Executive Leadership
- Mergers
- Product Design
- Investments
- Leadership
- Finance
- Management
- Insurance
- Banking
- Financial Services
- Sales
- Portfolio Management
- Marketing
- New Business Development
- Profit Maximization
- Wealth Management
- Risk Management
- Securities
- Program Management
- Financial Analysis
- Recruiting
- Account Management
- Financial Advisory
- Retirement
- Fixed Annuities
- Asset Management
- Business Development
- Strategic Financial Planning
- Mutual Funds
- Marketing Strategy
- Credit Unions
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Team Leadership
- Leadership Development Coaching
- Budget Management
- Managing Multi-Million Dollar Budgets
- Board of Directors
- ROI Optimization
- Premium Financing
- ALCO
- Business Process Improvement
- Entrepreneurship
- Investment Banking
- Project Management
- Policy Analysis
- Program Development
- Membership Development
- Member Relations
- Membership Management
- Operations Management
- Series 7
- Series 24
- Journalism
- Media Relations
- Producing
- Directing
- Documentaries
- Media Production
- Web Content
- Publicity
- Copywriting
- Broadcast Journalism
- Military
- Customer Relationship Management Crm
- Press Releases
- Managing Multi Million Dollar Budgets
- Microsoft Excel
- Film Production
- Blogging
- Film
- News Writing
- Interviewing Skills
- Screenwriting
- Video Production
- Broadcast
- Voiceovers
- Field Producing
- Customer Relationship Management
Donna McNeely Summary
- Donna McNeely, based in Redondo Beach, CA, US, is currently a President at Kinecta Wealth Management, A financial advisory practice of Ameriprise Financial. Donna McNeely brings experience from previous roles at Kinecta Financial Management Co, LLLC, Kinecta Federal Credit Union, Premier America Credit Union and Investment Centers of America. Donna McNeely holds a 2017 - 2017 Advanced Management Program - 72 in Executive Education @ The Wharton School. With a robust skill set that includes Growth Strategies, Business Strategy, Executive Leadership, Mergers, Product Design and more. Donna McNeely has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Kinecta Wealth Management Employees
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Client Services Associate
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