Michaela McDonald Email & Phone Number
Director, Wealth Management and Family Office Services @ Citrin Cooperman
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Michaela McDonald Location
- New York, NY, US
Michaela McDonald Work
- Director, Wealth Management and Family Office Services @ (March 2026 - Present)
- Manager of Financial Planning @ (January 2022 - March 2026)
- Financial Advice Expert @ (January 2020 - December 2021)
- Financial Advisor @ (June 2018 - January 2020)
- Private Wealth Management Foundations Program @ (May 2016 - June 2018)
- Private Wealth Management Intern @ (May 2014 - May 2016)
- Designer @ The Marquette Tribune (October 2013 - October 2015)
- Associate @ MJC Mobile Legal Clinic (September 2013 - May 2014)
- Manager of Community Involvement @ Buena Vida Coffee (December 2012 - December 2013)
Michaela McDonald Education
- Marquette University
Michaela McDonald Skills
- Adobe Design Programs
- ThomsonOne
- Mail Merge
- SharePoint
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Microsoft SQL Server
- French
- French to English
- English to French
- Time Management
- Critical Thinking
- Corporate Communications
- Cool Hunting
- Customer Service
- PowerPoint
- Social Media
- Public Speaking
- Teamwork
- Finance
- Series 7
- Series 66
Michaela McDonald Summary
- Michaela McDonald, based in New York, NY, US, is currently a Director, Wealth Management and Family Office Services at Citrin Cooperman. Michaela McDonald brings experience from previous roles at Citrin Cooperman, Albert and Baird. Michaela McDonald holds a Marquette University. With a robust skill set that includes Adobe Design Programs, ThomsonOne, Mail Merge, SharePoint, Microsoft Office and more. Michaela McDonald has 2 emails and 1 mobile phone numbers on RocketReach.
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