Denny Donnelly

Financial Advisor at BancWest Investment Services

Role: Financial Advisor at Baird
Location: West Des Moines, IA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Denny Donnelly

Advisor is a registered representative of BancWest Investment Services, a registered…

Experience

Financial Advisor
Baird
Jul 2014 — Present · West Des Moines, IA, US
Most recently, I was recruited to join this global financial services firm with $150B in client assets to provide wealth management, capital markets, asset management, and private equity services in the Des Moines office. I best serve my clients by continuously building capabilities in capital, liquidity, growth, income, and tax deferral in pursuit/achievement of their long-term goals.By truly listening to my clients’ and understanding their situational needs, I create, implement, and continually review plans to ensure alignment with their investment objectives. With my passion for people, community, and financial markets, I help my clients with a high level of transparency and authenticity.

Skills

Investments
Strategy
Entrepreneurship
New Business Development
Sales Management
Refinance
B2b
Retirement Planning
Strategic Planning
Contract Negotiation
Selling
Finance
Sales Process
Marketing
Marketing Strategy
Sales
Leadership
Negotiation
Mortgage Lending
Customer Service

Contact information

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Work email
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Personal email
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Current company

Baird

Financial Services · 5.8K employees · Founded 1919 · Milwaukee, Wisconsin, United States

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients. We manage or oversee more than $560 billion in client assets and employ more than 5,400 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success. For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. For more information, please visit https://www.rwbaird.com/bairddifference/.

rwbaird.com

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