1986 -
now Owner @ Joseph J. McDonnell, CPA, CFP(R), PFS
Joseph McDonnell Education
DePaul University
Master of Business Administration (M.B.A.) (Finance)
DePaul University
Bachelor of Science (B.S.) (Accounting)
Joseph McDonnell Skills
Business Analysis
Financial Accounting
Data Analysis
Estate Planning
Small Business
Retirement Planning
Financial Planning
Investments
Accounting
Wealth Management
IRA's
Tax Preparation
Business Planning
Strategic Financial Planning
Wills
Loans
General Ledger
Managerial Finance
Financial Planners
Succession Planning
Employee Benefits
Business
Microsoft Excel
Financial Analysis
IRAs
Portfolio Management
Investment Advisory
Risk Management
Mortgage Lending
Securities
Investment Management
Finance
Banking
Commercial Mortgages
Strategic Planning
Leadership
Customer Service
Team Building
Management
Joseph McDonnell Summary
Joseph McDonnell, based in Oak Forest, IL, US, is currently a Principal and Owner at McDonnell Capital Management. Joseph McDonnell brings experience from previous roles at Joseph J. McDonnell, CPA, CFP(R), PFS. Joseph McDonnell holds a Master of Business Administration (M.B.A.) in Finance @ DePaul University. With a robust skill set that includes Business Analysis, Financial Accounting, Data Analysis, Estate Planning, Small Business and more. Joseph McDonnell has 2 emails and 1 mobile phone numbers on RocketReach.
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