Donna Young Location

Bethlehem, PA, US

Donna Young Work

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

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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