Maureen O'Donnell Location
- San Diego, CA, US
Maureen O'Donnell Work
- 2023 -now Executive Director, Market Director @ J.P. Morgan Wealth Management
- 2017 -2023 Senior Vice President, Branch Manager - Irvine Office @
- 2015 -2017 Senior Vice President, Branch Manager @
- 2014 -2015 Branch Manager, Senior Vice President @
- 2013 -2014 Associate Manager, Vice President @
- 2010 -2012 Regional Banking Consultant, Vice President @
- 2007 -2010 Senior Relationship Manager, Chicago, IL @ CitiGroup Smith Barney
Maureen O'Donnell Education
- University of Chicago 2009-2010
Maureen O'Donnell Skills
- New Business Development
- Management
- Investments
- Series 7
- Cash Management
- Series 63
- Sourcing
- Retirement Planning
- Sales
- Sales Management
- Financial Advisory
- Project Management
- Recruiting
- Securities
- Financial Advisor Recruitment
- Business Planning
- Microsoft Office
- Training
- Client Relations
- Portfolio Management
- Financial Services
- Mutual Funds
- Credit
- Analysis
- Financial Analysis
Maureen O'Donnell Summary
- Maureen O'Donnell, based in San Diego, CA, US, is currently a Executive Director, Market Director at J.P. Morgan Wealth Management. Maureen O'Donnell brings experience from previous roles at Wells Fargo Advisors. Maureen O'Donnell holds a 2009 - 2010 University of Chicago. With a robust skill set that includes New Business Development, Management, Investments, Series 7, Cash Management and more. Maureen O'Donnell has 2 emails and 3 mobile phone numbers on RocketReach.
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