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
- VP of Client Services and Designated Principal @ (January 1989 - Present)
- Sales Assistant to VP @ (October 1979 - January 1989)
Donna Young Skills
- Certified Paraplanner
- Compliance Management
- Cross-functional Team Leadership
- Customer Service
- Financial Analysis
- PA State Life Insurance License - Life & Variable
- Regulatory Compliance
- Sales Operations
- Series 24
- Series 63
- Series 65
- Series 7
- Trade Compliance
- Life and Variable
- Cross Functional Team Leadership
- Pa State Life Insurance License
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, Compliance Management, Cross-functional Team Leadership, Customer Service, Financial Analysis and more. Donna Young has 1 emails on RocketReach.
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Top Valley National Financial Advisors Employees
Matthew Petrozelli
Chief Executive Officer
Bethlehem, PA, US
Timothy Roof
Vice President
Bethlehem, PA, US
Rob Ziobro
Vice President Information Technology
Bethlehem, PA, US
Amanda Pugliese
Director of Tax Services
Allentown, PA, US
Joseph Goldfeder
Vice President
Bethlehem, PA, US
Laurie Siebert
Senior VP
Bethlehem, PA, US
Jackie Gerstung
Director of Operations
Bethlehem, PA, US
Tom Riddle
Owner
Bethlehem, PA, US
Ryan Mulhearn
Assistant Vice President
Nazareth, PA, US
William Henderson
Chief Investment Officer
Wayne, PA, US
Roxie Munoz
Assistant Vice President - Insurance Manager
Bethlehem, PA, US
Debra Almack
Corporate Controller
Bethlehem, PA, US
Austin Jones
FinTech Operations Associate
Bethlehem, PA, US
Tim Richmond
Senior Tax Accountant
Pennsylvania, United States
Ashley Santiago
Vice President, HR and Organizational Development
Allentown, PA, US
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