Keith Donnell, Mba, Cfp® Email and Phone Number
Keith Donnell, Mba, Cfp® work email
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Keith Donnell, Mba, Cfp® personal email
Keith Donnell, Mba, Cfp® phone numbers
I am an experienced Personal Financial Counselor specializing in retirement planning. I work closely with a select clientele of highly-employed individuals and their families located generally within the greater Philadelphia area. My clients are busy executives, professionals, and business-owners with career, family, and social commitments. Although they are busy, they are not distracted by the pace of their lives. They know that building wealth for retirement is a long-term, deliberate process. They do not intend to continue working into their 70s and 80s. I help my clients maximize the effectiveness of their financial resources over time so they can enjoy life, build sustainable wealth during their working years, retire on schedule, and remain retired. My clients enjoy the "peace of mind" that comes from working closely with an experienced practitioner who understands the process of building wealth for retirement, does not sell investment products for a living, and always puts their interest first. This frees their minds to focus on other things.
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PresidentModernwealthconcepts Llc Jul 2010 - PresentJenkintown, Pennsylvania, Us
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Adjunct Professor - FinanceSaint Joseph'S University May 2010 - PresentPhiladelphia, Pa, UsAdjunct Professor of Finance specializing in Financial Planning Topics such as: Investment Theory and Portfolio Management, Retirement Planning, Estate Planning, Retirement Planning and Employee Benefits, Personal Risk Management and Insurance, Capital Markets and Financial Institutions, Fundamentals of Corporate Finance -
Senior Vice President - Investment CounselorCapital Group May 2006 - Apr 2009Los Angeles, Ca, UsSenior Vice President, Investment Counselor -
Global DirectorBankers Trust (Now Deutsche Bank) 1994 - 2006Director, Global Private Wealth Management -
Senior Financial Consultant -Merrill Lynch May 1987 - Feb 1994New York, Ny, UsConsumer Markets -
Aviation MaintenanceUnited States Marine Corps Jun 1977 - Jun 1981Washington, Dc, Us
Keith Donnell, Mba, Cfp® Education Details
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Saint Joseph'S University - Erivan K. Haub School Of BusinessBusiness -
College For Financial PlanningPersonal Financial Planning
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La Salle UniversityAccounting
Frequently Asked Questions about Keith Donnell, Mba, Cfp®
What company does Keith Donnell, Mba, Cfp® work for?
Keith Donnell, Mba, Cfp® works for Modernwealthconcepts Llc
What is Keith Donnell, Mba, Cfp®'s role at the current company?
Keith Donnell, Mba, Cfp®'s current role is President - ModernWealthConcepts LLC.
What is Keith Donnell, Mba, Cfp®'s email address?
Keith Donnell, Mba, Cfp®'s email address is ke****@****sju.edu
What is Keith Donnell, Mba, Cfp®'s direct phone number?
Keith Donnell, Mba, Cfp®'s direct phone number is +160821*****
What schools did Keith Donnell, Mba, Cfp® attend?
Keith Donnell, Mba, Cfp® attended Saint Joseph's University - Erivan K. Haub School Of Business, College For Financial Planning, La Salle University.
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