Cfp Meghan Donahoe

Cfp Meghan Donahoe

Registered Client Service Associate assisting financial advisors and helping high-net-worth clientele with their needs. Hold both... | Seattle, Washington, United States

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Work Experience

Jp Morgan Wealth Management

Client Associate

Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Jp Morgan Securities

Client Associate

Wed May 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Stifel Financial

Registered Client Service Associate - Stifel

Sun Jun 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed May 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)

Sterne Agee And Leach

Client Service Associate

Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)

Stanford University

Student Services Specialist, Third Party Organizations

Sat Oct 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)

Rpm Consolidated Services

Account Manager

Sun Aug 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)

Nollenberger Capital Partners

Operations, Compliance, and Human Resources Intern

Sat May 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)

Walt Disney Family Museum

Front of House Staff

Sat Aug 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Sep 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)

Nollenberger Capital Partners

Operations and Compliance Intern

Fri May 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Aug 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)

Nollenberger Capital Partners

Compliance & Human Resources Intern

Thu May 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)

Study Abroad Office

Publicity Intern

Wed Aug 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Dec 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)

Associated Students Dining Services

Supervisor

Tue Aug 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri May 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)

Community Action Volunteers In Education

Program Coordinator

Tue Aug 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

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