Maureen Donahue, Msda, Msf, Cfp® Email and Phone Number
Maureen Donahue, Msda, Msf, Cfp® work email
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Maureen Donahue, Msda, Msf, Cfp® personal email
Maureen Donahue, Msda, Msf, Cfp® phone numbers
A commitment to a client-centric practice and unwavering integrity in all of our endeavors ensures that our clients' best interests are always our best interests.As Fee–Only, independent fiduciaries, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that all every recommendation we make is in the client’s best interests.Rockwood Wealth Management is an Independent, Fee-Only Financial Planning and Investment Management firm with locations in New Hope, PA.Additional information can be found at www.rockwoodwealth.com or by calling me on my phone at (267) 744-0092 or Rockwood Wealth Management at (267) 983-6400.
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Private Client AdvisorYardley Wealth Management, Llc Oct 2023 - PresentYardley, Pennsylvania, Us
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Private Client AdvisorRockwood Wealth Management Aug 2018 - Oct 2023New Hope, Pennsylvania, Us -
Financial AdvisorWells Fargo Advisors Apr 2016 - Jul 2018St. Louis, Missouri, UsWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC. -
Client Service AssociateJ.P. Morgan Apr 2014 - Mar 2016New York, Ny, Us•Collaborated with a team of four financial advisors and two other client service representatives to provide personalized service to 150 client relationships with a total of $10 billion in AUM. •Promoted to lead on three relationships with average AUM $200 million as a result of superior account service based on knowledge of each account.•Presented custom product presentations on the personal needs of clients based upon weekly contact. Presentations were targeted at placing clients with products that aligned with their unique needs. -
Financial AnalystGoldman Sachs Mar 2013 - Sep 2013New York, New York, Us•Supported team of 2 senior wealth advisers who manage over $500 million in assets •Generated and analyzed portfolios with assets of $10 million plus to determine strategic and tactical asset allocations using Goldman Sachs proprietary models and software•Researched fixed income, equity, and alternative investment products to implement into clients’ portfolios and maintain the appropriate risk level and diversification •Managed deadlines for time sensitive reports, ranging from team performance reports to detailed holding reports •Organized weekly team meetings, which included a formal agenda of team discuss topics and team performance data as well as a news article for an open discussion•Customized client portfolio presentations with information on current market conditions, optimal risk level, investment assets, and future portfolio outlook and goals in order to inform clients of their performance•Prepped for prospect and client meetings, including reserving rooms, creating conference lines, ordering food, registering guests -
Business Development Co-OpTurner Investments, L.P. Mar 2012 - Mar 2013•Customize personal FactSet report•Research and organize potential prospects •Automate client relation reports through VBA programming•Improve current report processes •Construct a competitor analysis for the sales and client team
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Equity Options Co-OpSig Apr 2011 - Sep 2011Le Lignon, Ch• Recorded options trades into internal database to track trades for performance reports and compliance inquires• Identified problems in current process of clearing options trade data and collaborated with operations team to change the process toensure that all options trades cleared in the proper accounts each day and few or no options trades needed clearing the next day -
Summer Star ScholarDrexel University Jun 2010 - Sep 2010Philadelphia, Pennsylvania, Us• Familiarized self with Technology Transfer Office• Created interview questions as part of a quantitative research method• Conducted interviews with employees in the Technology Transfer Office• Presented information in an organized poster to individual inquiries
Maureen Donahue, Msda, Msf, Cfp® Skills
Maureen Donahue, Msda, Msf, Cfp® Education Details
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Northeastern UniversityData Analytics And Finance -
Drexel University'S Lebow College Of BusinessAccounting And Finance
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Aston UniversityExchange Program
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Mount Saint Joseph Academy
Frequently Asked Questions about Maureen Donahue, Msda, Msf, Cfp®
What company does Maureen Donahue, Msda, Msf, Cfp® work for?
Maureen Donahue, Msda, Msf, Cfp® works for Yardley Wealth Management, Llc
What is Maureen Donahue, Msda, Msf, Cfp®'s role at the current company?
Maureen Donahue, Msda, Msf, Cfp®'s current role is Financial Planner at Yardley Wealth Management.
What is Maureen Donahue, Msda, Msf, Cfp®'s email address?
Maureen Donahue, Msda, Msf, Cfp®'s email address is md****@****lth.com
What is Maureen Donahue, Msda, Msf, Cfp®'s direct phone number?
Maureen Donahue, Msda, Msf, Cfp®'s direct phone number is +148450*****
What schools did Maureen Donahue, Msda, Msf, Cfp® attend?
Maureen Donahue, Msda, Msf, Cfp® attended Northeastern University, Drexel University's Lebow College Of Business, Aston University, Mount Saint Joseph Academy.
What skills is Maureen Donahue, Msda, Msf, Cfp® known for?
Maureen Donahue, Msda, Msf, Cfp® has skills like Microsoft Excel, Financial Analysis, Microsoft Office, Access, Excel, Visual Basic, Analysis, Strategy, Event Management, Public Relations, Factset, Sales Force Crm.
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