Gene Donato Email & Phone Number

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Chief Compliance Officer @ (October 2022 - Present)
Senior Licensed Operations Manager @ (August 2020 - October 2022)
Client Service Associate @ (February 2018 - July 2020)
Registered Representative @ (February 2008 - February 2018)
Client Service Associate @ Capital Planning Associates of the Greater Delaware Valley, Inc. (September 2006 - February 2018)
Intern @ (September 2005 - January 2006)

Gene Donato, based in Philadelphia, PA, US, is currently a Chief Compliance Officer at Kennedy Investment Group. Gene Donato brings experience from previous roles at Kennedy Investment Group, Ameriprise Financial Services, LLC., Capital Planning Associates and Capital Planning Associates of the Greater Delaware Valley, Inc.. Gene Donato holds a Rutgers University - Camden. With a robust skill set that includes Estate Planning, Financial Modeling, Risk Management, Credit, Fixed Annuities and more. Gene Donato has 2 emails and 1 mobile phone numbers on RocketReach.