Donna Talley Email & Phone Number
Regional Director, Advocacy and Supervision @ Cambridge Investment Research, Inc.
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Donna Talley Location
- Denver, CO, US
Donna Talley Work
- Regional Director, Advocacy and Supervision @ (August 2019 - Present)
- Associate Regional Director @ (April 2018 - August 2019)
- Managing Director @ (November 2016 - August 2019)
- Compliance Consultant @ (October 2016 - November 2016)
- EVP Recruitment and Transition @ (February 2014 - August 2016)
- Founder and Owner @ Talley Consulting (March 2007 - January 2014)
- Director, Transition and Practice Management @ (March 2004 - March 2007)
- Operations Director @ Heritage Investment Management (July 2002 - March 2004)
- Registered Representative @ (September 2000 - June 2002)
- Associate @ Business Succession Resources, Inc (July 1998 - January 2000)
Donna Talley Education
- University of the Pacific - McGeorge School of Law
Doctor of Law (J.D.) (Law)
1994-1997 - Loyola Marymount University
BA (English, History)
1989-1993
Donna Talley Skills
- Regulatory Requirements
- Interpersonal Skills
- Business Process Improvement
- Leadership
- Strategic Financial Planning
- Business Development
- Financial Services
- Investments
- Strategic Planning
- Recruiting
- Regulatory Compliance
- Financial Planning
- Consulting
- Estate Planning
- Financial Advisory
- Marketing
- Insurance
- Retirement
- Mutual Funds
- Retirement Planning
- Securities
- Investment Advisory
- Wealth Management
- Practice Management
- Management
- Transition Management
- Public Speaking
- Relationship Building
- Networking
- FINRA
Donna Talley Summary
- Donna Talley, based in Denver, CO, US, is currently a Regional Director, Advocacy and Supervision at Cambridge Investment Research, Inc.. Donna Talley brings experience from previous roles at Cambridge Investment Research, Inc., Protected Investors of America, Centennial State Financial and Gateway Financial Advisors, Inc.. Donna Talley holds a 1994 - 1997 Doctor of Law (J.D.) in Law @ University of the Pacific - McGeorge School of Law. With a robust skill set that includes Regulatory Requirements, Interpersonal Skills, Business Process Improvement, Leadership, Strategic Financial Planning and more. Donna Talley has 1 emails and 1 mobile phone numbers on RocketReach.
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