Mary MacDonald Email & Phone Number
Founder and Financial Planner @ Personal Path Financial Planning
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Mary MacDonald Location
- Hillsborough, NC, US
Mary MacDonald Work
- 2017 -now Founder and Financial Planner @
- 2014 -2015 VP, Senior Investment Advisor - TD Wealth @
- 2010 -2014 Sr. VP, Sr. Portfolio Strategist @
- 1997 -2008 Sr. VP, Director of Client Management @
- 1992 -1997 VP @ Seaboard Investment Advisers
Mary MacDonald Education
- UNC Kenan-Flagler Business School
MBA (Investments & Corporate Strategy)
2007-2009 - Virginia Tech - Pamplin College of Business
B.S. (Finance)
1983-1987
Mary MacDonald Skills
- Leadership
- Business Strategy
- Portfolio Management
- Customer Relationship Management Crm
- Management
- Wealth Management
- Microsoft Office
- Banking
- Investments
- Trading
- Asset Management
- Portfolio Strategy
- Finance
- Fixed Income
- Asset Allocation
- CRM
- Equities
- Sales
- Investment Management
- Equity Research
- Customer Relationship Management
Mary MacDonald Summary
- Mary MacDonald, based in Hillsborough, NC, US, is currently a Founder and Financial Planner at Personal Path Financial Planning. Mary MacDonald brings experience from previous roles at TD Bank Group, First Citizens Bank, Oak Value Capital Management and Seaboard Investment Advisers. Mary MacDonald holds a 2007 - 2009 MBA in Investments & Corporate Strategy @ UNC Kenan-Flagler Business School. With a robust skill set that includes Leadership, Business Strategy, Portfolio Management, Customer Relationship Management Crm, Management and more. Mary MacDonald has 1 emails and 2 mobile phone numbers on RocketReach.
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