Donna S Email
Vice President, Advanced Planning @ A financial services company
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Donna S Location
- Hartford, CT, US
Donna S Work
- Vice President, Advanced Planning @ (June 2017 - Present)
- Director, Advanced Planning @ (January 2013 - June 2017)
- Director and Advanced Markets Attorney @ (June 1996 - December 2012)
- Attorney @ Mayo, Gilligan & Zito (January 1991 - January 1996)
- Attorney @ Mason, Drew & Mersereau (January 1988 - January 1991)
- Tax Associate @ (January 1987 - January 1988)
Donna S Education
- Central Connecticut State University
Bachelor of Science (BS) (Accounting)
- Maurice A. Deane School of Law at Hofstra University
Juris Doctor (JD)
Donna S Skills
- 401(k) Retirement Savings Plans
- 401k
- Business Planning
- Employee Benefits
- Estate Administration
- Estate Planning
- Financial Planning
- Fixed Annuities
- IRAs
- Insurance
- Life Insurance
- Long-term Care
- Retirement
- Retirement Planning
- Succession Planning
- Tax Law
- Trusts
- Wealth
- Wealth Management
- Wills
Donna S Summary
- Donna S, based in Hartford, CT, US, is currently a Vice President, Advanced Planning at A financial services company. Donna S brings experience from previous roles at A financial services company, The Hartford, Mayo, Gilligan & Zito and Mason, Drew & Mersereau. Donna S holds a Bachelor of Science (BS) in Accounting @ Central Connecticut State University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Business Planning, Employee Benefits, Estate Administration and more. Donna S has 1 emails on RocketReach.
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