Brian McDonald
Financial Advisor @ McDonald Partners | Building Client Relationships
- Role
- Financial Advisor at Mcdonald Partners
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Brian McDonald
With over 15 years at McDonald Partners, I contribute to financial advising with a focus on customer service, networking, and training. As a Six Sigma Green Belt, I prioritize operational efficiency and effective client engagement to deliver tailored financial solutions. My role emphasizes fostering trust and collaboration with clients to achieve their financial goals. Driven by a commitment to excellence, I leverage my skills to support strategic growth and long-term success in the financial services sector.
Experience
Financial Advisor
May 2016 — Present
Education
Weatherhead School of Management at Case Western Reserve University
Master of Business Administration (M.B.A.), Design Thinking
2014 — 2016
John Carroll University
Biomedical Sciences, General
2012 — 2014
Miami University
BA, English Literature/Creative Writing
1991 — 1995
Skills
- Research
- Strategic Planning
- Grant Writing
- Leadership
- Microsoft Office
- Nonprofits
- Training
- Testing
- Service Development
- Strategy
- Administration
- Marketing
- Healthcare
- Business Development
- Entrepreneurship
- Customer Service
- Public Speaking
- Networking
- Social Media
- Project Management
- Grants
- Microsoft Excel
- Voip
- Management
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