Hunter Donaldson Email & Phone Number
Regional Consultant @ DWS Group
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Hunter Donaldson Location
- Littleton, CO, US
Hunter Donaldson Work
- 2022 -now Regional Consultant @
- 2014 -2022 Director, Regional Consultant @
- 2009 -2014 Regional Advisor Consultant @
- 2007 -2009 Product Specialist @
- 2005 -2007 Financial Advisor @
Hunter Donaldson Education
- University of Colorado Boulder - Leeds School of Business
Bachelors (Finance and Marketing)
2000-2005
Hunter Donaldson Skills
- Strategic Financial Planning
- Series 7
- Series 63
- Mutual Funds
- Separately Managed Accounts
- Financial Advisory
- Portfolio Management
- Investments
- Financial Services
- Securities
- 401k
- Asset Allocation
- Investment Strategies
- Investment Advisory
- Asset Management
- Investment Management
- ETFs
- Alternative Investments
- Retirement Planning
- Retirement
- Finance
- Wealth Management
- Uniform Combined State Law
- Fixed Annuities
- Fixed Income
Hunter Donaldson Summary
- Hunter Donaldson, based in Littleton, CO, US, is currently a Regional Consultant at DWS Group. Hunter Donaldson brings experience from previous roles at Sterling Capital Management LLC, OppenheimerFunds and Ameriprise Financial Services, Inc.. Hunter Donaldson holds a 2000 - 2005 Bachelors in Finance and Marketing @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Strategic Financial Planning, Series 7, Series 63, Mutual Funds, Separately Managed Accounts and more. Hunter Donaldson has 2 emails and 1 mobile phone numbers on RocketReach.
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