Donna Rogers Email
ACCREDITED INVESTMNET FIDUCIARY @ Citi
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Donna Rogers Location
- Huntington Station, NY, US
Donna Rogers Work
- 2011 -now ACCREDITED INVESTMNET FIDUCIARY @
- 1996 -now Financial Advisor @ CITI - Personal Wealth Management
- 1970 -now Vice President @ Citigroup global markets
Donna Rogers Education
- Adelphi College
(Elements of finanacial planning)
1985-1986
Donna Rogers Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Accedited Investment Fiduciary
- Accounting
- Saving for Education
- Bonds
- Retirement Planning
- Financial Planning
- Annuities
- IRAs
- Portfolio Management
- Investments
- Finance
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Wealth Management
- Mutual Funds
- IRA's
- FINRA
- Microsoft Office
- Investment Strategies
- Stocks
- Wealth Accumulation
- Asset Management
- Separately Managed Accounts
- Long Term Care
- Budgets
- Management
- Insurance Planning
- ETFs
- Retirement
- Series 65
- Series 7
- Securities
- Trust Services
Donna Rogers Summary
- Donna Rogers, based in Huntington Station, NY, US, is currently a ACCREDITED INVESTMNET FIDUCIARY at Citi. Donna Rogers brings experience from previous roles at CITI - Personal Wealth Management and Citigroup global markets. Donna Rogers holds a 1985 - 1986 Adelphi College. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Accedited Investment Fiduciary and more. Donna Rogers has 2 emails on RocketReach.
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