Donna Young Email & Phone Number
VP of Client Services and Designated Principal @ Valley National Financial Advisors
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Donna Young Location
- Bethlehem, PA, US
Donna Young Work
- 1989 -now VP of Client Services and Designated Principal @
- 1979 -1989 Sales Assistant to VP @
Donna Young Skills
- Certified Paraplanner
- Series 63
- Sales Operations
- Trade Compliance
- Life and Variable
- Cross Functional Team Leadership
- Series 65
- Pa State Life Insurance License
- Compliance Management
- Customer Service
- Financial Analysis
- Regulatory Compliance
- Series 7
- Series 24
Donna Young Summary
- Donna Young, based in Bethlehem, PA, US, is currently a VP of Client Services and Designated Principal at Valley National Financial Advisors. Donna Young brings experience from previous roles at Janney Montgomery Scott LLC. With a robust skill set that includes Certified Paraplanner, Series 63, Sales Operations, Trade Compliance, Life and Variable and more. Donna Young has 1 emails on RocketReach.
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Laurie Siebert
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