Donna R Email & Phone Number
Private Wealth Advisor and Director of Planning @ OnPointWealth
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Donna R Location
- Atlanta, GA, US
Donna R Work
- Private Wealth Advisor and Director of Planning @ (January 2021 - Present)
- Associate Wealth Management Advisor @ (January 2016 - December 2020)
- Associate Financial Representative @ (July 2014 - December 2015)
- Program Director @ (January 2008 - January 2011)
- Operations Manager @ Rhodes Real Estate (January 2002 - January 2005)
- Product Manager and Technical Consultant @ (January 1994 - January 1996)
- Systems Engineer @ (January 1988 - January 1994)
- Network Design Engineer and Project Manager @ (January 1986 - January 1988)
Donna R Education
- Georgia Institute of Technology
Bachelor's degree (Computer Engineering)
- 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 Private Wealth Advisor and Director of Planning at OnPointWealth. Donna R brings experience from previous roles at Northwestern Mutual, Classical Conversations and Rhodes Real Estate. Donna R holds a Bachelor's degree in Computer Engineering @ 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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