Lisa Donelson Email & Phone Number
Sr. Operations Manager @ Provenance Wealth Advisors
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Lisa Donelson Location
- Florida, United States
Lisa Donelson Work
- 2025 -now Sr. Operations Manager @
- 2011 -2025 Operations and Compliance Manager @
- 2006 -2011 Compliance Manager and Investment Coordinator, RJFS FA @
- 2001 -2006 Investment Operations @ Independent Portfolio Consultants
- 1998 -2001 Operations Service Representative @ JW Genesis Brokerage
- 1987 -1998 Client Service Representative @ Wells Fargo ( formerly Norwest Investments )
Lisa Donelson Education
- Finra Licenses
(Series 6,7,9,24,63)
Lisa Donelson Summary
- Lisa Donelson, based in Florida, United States, is currently a Sr. Operations Manager at Provenance Wealth Advisors. Lisa Donelson brings experience from previous roles at Provenance Wealth Advisors, Independent Portfolio Consultants and JW Genesis Brokerage. Lisa Donelson holds a Finra Licenses. Lisa Donelson has 1 emails and 2 mobile phone numbers on RocketReach.
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