Donna S. Sterwerf
Senior Wealth Advisor & Managing Director
- Role
- Managing Director at MAI Capital Management
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Managing Director
Apr 2025 — Present
Education
Cannon Financial Institute
Trust School I
2019 — 2019
Cannon Financial Institute
Trust School II
2022 — 2022
University of Cincinnati College of Business
Bachelor of Business
1996 — 2001
Xavier Leadership Center
Executive Certificate in Financial Planning
2015 — 2016
Skills
- Client Events
- Portfolio Management
- Financial Analysis
- Asset Allocation
- Establish & Maintain Long-Term Client Relationships
- Finance
- Business Development
- Wealth Management
- Financial Planning
- Strategic Planning
- Series 7
- Customer Service
- Strategic Financial Planning
- Retirement Planning
- Estate Planning
- Management
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