Donna Snider Email & Phone Number
Client Executive @ Transamerica
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Donna Snider Location
- Roswell, GA, US
Donna Snider Work
- 2022 -now Client Executive @
- 2020 -2021 Client Relationship Manager @ Alliant Retirement Consulting
- 2018 -2020 Director of Relationship Management @
- 2015 -2018 Relationship Executive @
- 2006 -2015 Vice President and Relationship Manager @ BMO Retirement Services
- 1998 -2006 Vice President, Relationship Manager @
- 1996 -1998 Manager, Custom Consulting @ Benefit Services Corporation
- 1988 -1996 Vice President, Manager of Transitions @
Donna Snider Education
- Georgia Institute of Technology
BS Mgt (Finance & Economics)
1983-1987
Donna Snider Skills
- 401k
- Series 7
- Asset Allocation
- Retirement
- Investments
- Defined Benefit
- Defined Contribution
- Series 63
- Asset Managment
- Mutual Funds
- Pensions
- ERISA
- Relationship Management
- Employee Benefits
- Wealth Management
- Asset Management
- Series 6
- Microsoft Office
- Portfolio Management
- Business Analysis
- Team Building
Donna Snider Summary
- Donna Snider, based in Roswell, GA, US, is currently a Client Executive at Transamerica. Donna Snider brings experience from previous roles at Alliant Retirement Consulting, OneAmerica Retirement Services LLC, OneAmerica and BMO Retirement Services. Donna Snider holds a 1983 - 1987 BS Mgt in Finance & Economics @ Georgia Institute of Technology. With a robust skill set that includes 401k, Series 7, Asset Allocation, Retirement, Investments and more. Donna Snider has 1 emails and 2 mobile phone numbers on RocketReach.
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