Mark O'Donnell's Location
Chicago, Illinois, United States
Mark O'Donnell's Work
- Financial Advisor, Cima , CFP , Morgan Stanley @ Morgan Stanley
- Vice President, Consulting Group Regional Director @ Morgan Stanley
- Regional Vice President @ Invesco Ltd.
- Loan Officer @ The Jackson State Bank
Mark O'Donnell's Education
- University of Dayton
Bachelor of Science (BS) ( Finance, General)
1989 - 1993 - Loyola University of Chicago
Rome Center
1992 - 1992 - Loyola Academy1985 - 1989
Mark O'Donnell's Skills
- Series 7
- Series 63
- Mutual Funds
- Alternative Investments
- Asset Allocation
- ETFs
- Investment Advisory
- Wealth Management
- Securities
- Retirement Planning
Mark O'Donnell's Summary
Mark O'Donnell, based in Chicago, Illinois, United States, is currently a Financial Advisor, Cima , CFP , Morgan Stanley at Morgan Stanley, bringing experience from previous roles at Morgan Stanley, Van Kampen Investments and The Jackson State Bank. Mark O'Donnell holds a 1989 - 1993 Bachelor of Science (BS) in Finance, General @ University of Dayton. With a robust skill set that includes Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation and more, Mark O'Donnell contributes valuable insights to the industry. Mark O'Donnell has 3 emails and 1 mobile phone number on RocketReach.
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