Patrick Donnelly's Location
Folsom, CA, US
Patrick Donnelly's Work
- Investment Advisor @ Capstone Financial Group - AIC
- Investment Representative @ (ISC)²
- Investment Representative @ Edward Jones
Patrick Donnelly's Education
- California State University-Sacramento
BA (Government)
1990 - 1992 - Christian Brothers1983 - 1987
Patrick Donnelly's Skills
- FINRA
- IRAs
- Series 63
- Investments
- Education
- Fixed Annuities
- Retirement
- Series 65
- 401k
- Investment Advisory
Patrick Donnelly's Summary
Patrick Donnelly, based in Folsom, CA, US, is currently a Investment Advisor at Capstone Financial Group - AIC, bringing experience from previous roles at The MONY Group and Edward Jones. Patrick Donnelly holds a 1990 - 1992 BA in Government @ California State University-Sacramento. With a robust skill set that includes FINRA, IRAs, Series 63, Investments, Education and more, Patrick Donnelly contributes valuable insights to the industry. Patrick Donnelly has 1 email on RocketReach.
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