Joseph Donovan Email & Phone Number
Sr. Sales Director @ Broadridge
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Joseph Donovan Location
- Boston, MA, US
Joseph Donovan Work
- 2025 -now Sr. Sales Director @
- 2016 -2024 Sr. Vice President-Trust Sales @ Great Gray Trust/Wilmington Trust
- 2005 -2016 Regional Sales Director and National Accounts @
- 2002 -2005 Vice President, Managed Accounts Consultant @
- 2000 -2002 Sr Vice President and Regional Consultant @ State Street Global Advisors
Joseph Donovan Education
- Westfield State University
BS (Poltical Science)
- Boston College High School
Joseph Donovan Skills
- Alternative Investments
- Separately Managed Accounts
- Series 63
- Mutual Funds
- Asset Allocation
- Series 7
- Asset Management
- Investments
- Investment Strategies
- Wealth Management
- ETFs
- Investment Advisory
- Equities
- Securities
- Series 6
- Series 66
- DCIO
- Key Account Relationship Management
- Negotiation
- Uniform Combined State Law
- Financial Services
- Retirement Planning
- Portfolio Management
- Fixed Income
- Investment Management
- Hedge Funds
- Trading
- Securities Regulation
- Research
- Separately Managed
- Marketing
- Sales
- Project Management
- Key Account
- Uniform Combined State
- Account Management
- New Business Development
Joseph Donovan Summary
- Joseph Donovan, based in Boston, MA, US, is currently a Sr. Sales Director at Broadridge. Joseph Donovan brings experience from previous roles at Great Gray Trust/Wilmington Trust, Victory Capital, Prudential Financial and State Street Global Advisors. Joseph Donovan holds a BS in Poltical Science @ Westfield State University. With a robust skill set that includes Alternative Investments, Separately Managed Accounts, Series 63, Mutual Funds, Asset Allocation and more. Joseph Donovan has 2 emails and 3 mobile phone numbers on RocketReach.
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