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 @ JRM Investment Counsel
2013 - 2018 Vice President @ JRM Investment Counsel
2008 - 2013 Manager, Investor Solutions @ TD Ameritrade
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2006 - 2008 Product Specialist and Sales Consultant @ TD Ameritrade
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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

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Phil McDonnell Skills

Securities
Retirement Planning
Portfolio Management

Financial Services
Series 7
Series 63
Uniform Combined State Law
Credit
Mutual Funds
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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 2 mobile phone numbers on RocketReach.

Phil McDonnell Emails

Found 2 emails

Phil McDonnell Phone Numbers

Found 5 phone numbers

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Others Named Phil McDonnell

Phil McDonnell

COO at JRM Investment Counsel

Omaha, NE, US
2
- jrminvestmentcounsel.com
- gmail.com
5
- +1 402-547-XXXX
- +1 402-920-XXXX
- +1 314-922-XXXX
- +1 905-712-XXXX
- +1 206-240-XXXX
Phil McDonnell

Network Security SME at Liberty Global

None
1
- libertyglobal.com
Phil McDonnell

Technical and Commercial Manager at International Lift Equipment Ltd

London, GB
2
- gmail.com
- ileweb.com

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Top JRM Investment Counsel Employees

Lauren McDonnell

Vice President at JRM Investment Counsel

Omaha, NE, US
3
- sbcglobal.net
- cox.net
- jrminvestmentcounsel.com
3
- +1 402-630-XXXX
- +1 402-498-XXXX
- +1 402-492-XXXX
Phil McDonnell

COO at JRM Investment Counsel

Omaha, NE, US
2
- jrminvestmentcounsel.com
- gmail.com
5
- +1 402-547-XXXX
- +1 402-920-XXXX
- +1 314-922-XXXX
- +1 905-712-XXXX
- +1 206-240-XXXX

View Similar Profiles

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