Phil McDonnell Email & Phone Number
COO @ JRM Investment Counsel
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Phil McDonnell Location
- Omaha, NE, US
Phil McDonnell Work
- 2018 -now COO @
- 2013 -2018 Vice President @
- 2008 -2013 Manager, Investor Solutions @
- 2006 -2008 Product Specialist and Sales Consultant @
Phil McDonnell Education
- College for Financial Planning
CFP Certification Professional Education Program (Financial Planning)
2015-2016 - Creighton University
Masters of Business Administration (MBA)
2009-2012 - College for Financial Planning
Chartered Retirement Planning Counselor (CRPC)
2008-2009 - Saint Louis University
Bachelor’s Degree (Finance)
2001-2005 - Creighton Preparatory High School
High School
1997-2001
Phil McDonnell Skills
- Securities
- Retirement Planning
- Portfolio Management
- Financial Services
- Series 7
- Series 63
- Uniform Combined State Law
- Credit
- Mutual Funds
- Options
- Wealth Management
- Investment Advisory
- Equities
- FINRA
- Asset Allocation
- Fixed Income
- Investments
- Cold Calling
- Sales
- Trading
- Leadership
- Retirement
- Finance
- Financial Planning
- Risk Management
- Management
- Customer Service
- Financial Analysis
- Operations Management
- Budgets
- Start Ups
Phil McDonnell Summary
- Phil McDonnell, based in Omaha, NE, US, is currently a COO at JRM Investment Counsel. Phil McDonnell brings experience from previous roles at JRM Investment Counsel and TD Ameritrade. Phil McDonnell holds a 2015 - 2016 CFP Certification Professional Education Program in Financial Planning @ College for Financial Planning. With a robust skill set that includes Securities, Retirement Planning, Portfolio Management, Financial Services, Series 7 and more. Phil McDonnell has 2 emails and 3 mobile phone numbers on RocketReach.
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Top JRM Investment Counsel Employees
Phil McDonnell
COO
Omaha, NE, US
Lauren McDonnell
Vice President
Omaha, NE, US
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