
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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Cfp Meghan Donahoe’s Emails do****@st****.com
Cfp Meghan Donahoe’s Phone Numbers No phone number available.
Social Media
Cfp Meghan Donahoe’s Location Seattle, Washington, United States
Cfp Meghan Donahoe’s Expertise Registered Client Service Associate assisting financial advisors and helping high-net-worth clientele with their needs. Hold both the series 7 & 66 licenses, and obtained CERTIFIED FINANCIAL PLANNER professional certification.
Cfp Meghan Donahoe’s Current Industry Jp Morgan Wealth Management
Cfp
Meghan Donahoe’s Prior Industry
Associated Students Dining Services
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Community Action Volunteers In Education
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Study Abroad Office
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Nollenberger Capital Partners
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Walt Disney Family Museum
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Rpm Consolidated Services
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Stanford University
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Sterne Agee And Leach
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Stifel Financial
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Jp Morgan Securities
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Jp Morgan Wealth Management
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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)