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Joe Donovan Location
Dayton, OH, US
Joe Donovan Work
Vice President of Operations @ (January 2025 - Present)
Senior Director of Finance and Compliance @ (January 2021 - January 2025)
Director of Wealth Advisory Services @ (October 2018 - December 2020)
Senior Client Relationship Manager @ (February 2014 - October 2018)
Director of Finance @ (March 2012 - February 2014)
Senior Financial Analyst @ (September 2007 - April 2012)
Associate @ (August 2001 - August 2007)
Joe Donovan Education
University of Toledo 1997-2001
Pepperdine Graziadio School of Business and Management 2016
Joe Donovan Skills
Financial Analysis
Auditing
Accounting
Due Diligence
Financial Statements
Risk Management
Internal Audit
Budgets
Financial Reporting
Audit
Tax
Budgeting
Strategic Planning
Estate Planning
Personal Financial Planning
Excel models
High Net Worth Individuals
Wealth Management
Joe Donovan Summary
Joe Donovan, based in Dayton, OH, US, is currently a Vice President of Operations at CYMI Holdings. Joe Donovan brings experience from previous roles at CYMI Holdings. Joe Donovan holds a 1997 - 2001 University of Toledo. With a robust skill set that includes Financial Analysis, Auditing, Accounting, Due Diligence, Financial Statements and more. Joe Donovan has 1 emails and 3 mobile phone numbers on RocketReach.
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