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Fran Donlan Location
Hingham, MA, US
Fran Donlan Work
2005 -now Vice President and Private Client Group, Financial Advisor @
2001 -2005 Financial Advisor @ Morgan Stanley
1996 -2001 Financial Advisor @ Alex Brown & Sons
Fran Donlan Education
Boston College
BA (English)
1965-1969
Boston College High School
The Wharton School
AWMA (Wealth Management)
University of Pennsylvania - The Wharton School
AWMA (Wealth Management)
Fran Donlan Skills
Financial Management
Budgeting
Cash Flow Forecasting
Investment Advisory
Investment Strategies
Retirement Planning
Risk Management
Estate Planning
Financial Planning
Investments
Leadership
Financial Advisory
Portfolio Management
Managerial Finance
Business Development
Finance
Asset Allocation
Wealth Management
Mutual Funds
Strategic Financial Planning
Microsoft Office
Asset Management
Financial Analysis
Budgets
Retirement
Fran Donlan Summary
Fran Donlan, based in Hingham, MA, US, is currently a Vice President and Private Client Group, Financial Advisor at Janney Montgomery Scott LLC. Fran Donlan brings experience from previous roles at Morgan Stanley and Alex Brown & Sons. Fran Donlan holds a 1965 - 1969 BA in English @ Boston College. With a robust skill set that includes Financial Management, Budgeting, Cash Flow Forecasting, Investment Advisory, Investment Strategies and more. Fran Donlan has 3 emails and 1 mobile phone numbers on RocketReach.
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