Frank McDonnell Email & Phone Number
Chief Product Officer @ Steward Partners Global Advisory
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Frank McDonnell Location
- Philadelphia, PA, US
Frank McDonnell Work
- Chief Product Officer @ (April 2023 - Present)
- Managing Director, Head of Exchange Traded Products and Separately Managed Accounts @ (April 2021 - April 2023)
- Managing Director, Head of Global Mutual Funds @ (July 2016 - March 2021)
- Executive Director - Head of Third Party Advisory Programs, Consulting Group @ (September 2015 - July 2016)
- Executive Director - Product Manager for Exchange Traded Products @ (September 2012 - March 2014)
- Executive Director - Financial Planning @ (May 2009 - September 2012)
- Executive Director - Head of Mutual Funds and 529 Programs @ (March 2014 - September 2015)
- Director, Wealth Management initiatives @ (March 2008 - May 2009)
- Director, Chief Administrative Officer, Global Wealth Advisory Services @ (January 2006 - March 2008)
- Senior Vice President, Head of Corporate Client Group Interactive Marketing @ (February 1998 - December 2005)
Frank McDonnell Education
- Reed College
BA (History)
1991-1995
Frank McDonnell Skills
- Series 7
- Series 65
- Series 24
- Series 63
- Wealth Management
- Closed-end Funds
- FINRA
- Wealth Management Services
- Equities
- Fund Of Funds
- Mutual Funds
- ETFs
- Asset Management
- Investment Advisory
- Investments
- Financial Advisory
- Investment Strategies
Frank McDonnell Summary
- Frank McDonnell, based in Philadelphia, PA, US, is currently a Chief Product Officer at Steward Partners. Frank McDonnell brings experience from previous roles at Bank of America Merrill Lynch and Morgan Stanley Wealth Management. Frank McDonnell holds a 1991 - 1995 BA in History @ Reed College. With a robust skill set that includes Series 7, Series 65, Series 24, Series 63, Wealth Management and more. Frank McDonnell has 2 emails and 2 mobile phone numbers on RocketReach.
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