Donna Thrane's Location
Cleveland, OH, US
Donna Thrane's Work
- Senior Director @ Choreo
- Director @ US Wealth Management
- Director @ Wellspring Financial Advisors
- Manager @ Deloitte
- Vice President Client Services @ Shaker Investments, LLC
- Manager @ EY
Donna Thrane's Skills
- Financial Planning
- Investments
- Estate Planning
- Retirement Planning
- Income Tax
- High Net Worth Individuals
- Asset Allocation
- Strategic Financial Planning
- Wealth Management
- Investment Management
Donna Thrane's Summary
Donna Thrane, based in Cleveland, OH, US, is currently a Senior Director at Choreo, bringing experience from previous roles at RSM US WEALTH MANAGEMENT LLC, Wellspring Financial Advisors, Deloitte and Shaker Investments. With a robust skill set that includes Financial Planning, Investments, Estate Planning, Retirement Planning, Income Tax and more, Donna Thrane contributes valuable insights to the industry. Donna Thrane has 4 emails and 1 mobile phone number on RocketReach.
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