Donna Phelan's Location
Los Angeles, CA, US
Donna Phelan's Work
- Managing Director, Investments @ Wells Fargo Advisors
- Senior Vice President - Investment Officer @ Wells Fargo Advisors
- First Vice President - Investment Officer @ Wachovia Securities
- Vice President @ Prudential Securities, Inc.
Donna Phelan's Education
- The University of Connecticut School of Business
MBA (Finance)
1997 - 2000
Donna Phelan's Skills
- Retirement Planning
- Investments
- Finance
- Financial Analysis
- Public Speaking
- Portfolio Management
- Management
- Risk Management
- Asset Allocation
- Insurance
Donna Phelan's Summary
Donna Phelan, based in Los Angeles, CA, US, is currently a Managing Director, Investments at Wells Fargo Advisors, bringing experience from previous roles at Wells Fargo Advisors, Wachovia Securities and Prudential Securities, Inc.. Donna Phelan holds a 1997 - 2000 MBA in Finance @ The University of Connecticut School of Business. With a robust skill set that includes Retirement Planning, Investments, Finance, Financial Analysis, Public Speaking and more, Donna Phelan contributes valuable insights to the industry. Donna Phelan has 1 email on RocketReach.
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