Donna Meyer Email & Phone Number
Client Service Associate @ Encore Financial Advisors
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Donna Meyer Location
- Minneapolis, MN, US
Donna Meyer Work
- Client Service Associate @ (June 2021 - Present)
- Director of Client Services @ Rosholt Financial Advisors (DBA Aligned Wealth Planning Group & Ovation Wealth A (January 2018 - March 2021)
- Operations Manager @ Severtson & Associates (August 2006 - December 2017)
- Teller @ Wells Fargo Bank (March 2002 - August 2006)
Donna Meyer Education
- North Hennepin Community College
Business Computer Systems and Office Management
2010-2016 - Normandale Community College
Liberal Arts and Sciences (General Studies and Humanities)
2005-2008 - Hennepin Technical College
Certified Chef (Culinary Arts/Chef Training)
1998-2000
Donna Meyer Skills
- Client Onboarding
- Communication
- Customer Engagement
- Customer Relationship Management (CRM)
- Customer Support
- Insurance
- Investments
- Mentoring New Hires
- Microsoft Office
- Office Administration
- Organizational Culture
- Retirement
- Retirement Planning
- Risk Management
- Strategic Financial Planning
- Strategic Planning
- Team Leadership
- Team Motivation
- Wealth Management
- Written Communication
- advisor support
Donna Meyer Summary
- Donna Meyer, based in Minneapolis, MN, US, is currently a Client Service Associate at Encore Financial Advisors. Donna Meyer brings experience from previous roles at Rosholt Financial Advisors (DBA Aligned Wealth Planning Group & Ovation Wealth A, Severtson & Associates and Wells Fargo Bank. Donna Meyer holds a 2010 - 2016 Business Computer Systems and Office Management @ North Hennepin Community College. With a robust skill set that includes Client Onboarding, Communication, Customer Engagement, Customer Relationship Management (CRM), Customer Support and more. Donna Meyer has 2 emails and 3 mobile phone numbers on RocketReach.
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