Jeremy Donaldson's Location

Zionsville, IN, US

Jeremy Donaldson's Work

Jeremy Donaldson's Education

  • University of Chicago

    Bachelor of Arts (B.A.) (Public Policy)

    1988 - 1992
  • University High School, Normal, IL

    High School Diploma

    1984 - 1988

Jeremy Donaldson's Skills

  • Financial Advisory
  • Portfolio Management
  • Investment Advisory
  • Investments
  • Retirement Planning
  • Series 63
  • Retirement
  • Asset Allocation
  • Management
  • Mutual Funds

Jeremy Donaldson's Summary

Jeremy Donaldson, based in Zionsville, IN, US, is currently a Director at Michael Donaldson Asset Management, bringing experience from previous roles at Kessler Investment Group, LLC, Northwestern Mutual, A.G. Edwards & Sons, Inc. and Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas. Jeremy Donaldson holds a 1988 - 1992 Bachelor of Arts (B.A.) in Public Policy @ University of Chicago. With a robust skill set that includes Financial Advisory, Portfolio Management, Investment Advisory, Investments, Retirement Planning and more, Jeremy Donaldson contributes valuable insights to the industry. Jeremy Donaldson has 2 emails on RocketReach.

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