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Donna R Location
Atlanta, GA, US
Donna R Work
2021 -now Private Wealth Advisor and Director of Planning @
2016 -2020 Associate Wealth Management Advisor @
2014 -2015 Associate Financial Representative @
now Program Director @
now Operations Manager @ Rhodes Real Estate
now Product Manager and Technical Consultant @
now Systems Engineer @
now Network Design Engineer and Project Manager @
Donna R Education
Georgia Institute of Technology
Georgia State University
(Accounting and Business/Management)
The American College of Financial Services
(Financial Planning and Services)
Donna R Skills
Financial Planning
Retirement Income Strategies
Portfolio Management
Retirement Planning
Analysis
Project Management
Research
Event Planning
Investments
401(k) Retirement Savings Plans
Financial Analysis
Life Insurance
Product Management
Strategic Planning
Disability Insurance
Asset Allocation
Microsoft Excel
PowerPoint
Microsoft Office
Microsoft Word
Leadership
Customer Service
Time Management
Teaching
Management
Training
Team Building
Organization Skills
Team Leadership
Process Improvement
Long Term Care Insurance
Donna R Summary
Donna R, based in Atlanta, GA, US, is currently a Program Director at Classical Conversations. Donna R brings experience from previous roles at OnPointWealth, Northwestern Mutual and Rhodes Real Estate. Donna R holds a Georgia Institute of Technology. With a robust skill set that includes Financial Planning, Retirement Income Strategies, Portfolio Management, Retirement Planning, Analysis and more. Donna R has 2 emails and 2 mobile phone numbers on RocketReach.
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