Frank McDonnell

Role
Chief Product Officer at Steward Partners
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Frank McDonnell

Senior financial services executive with over 20 years of experience in the financial…

Experience

  1. Chief Product Officer

    Steward Partners

    Apr 2023 — Present

    Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities…

Education

  • Reed College

    BA, History

    1991 — 1995

Skills

  • Series 24
  • Series 65
  • Series 63
  • Wealth Management
  • Equities
  • Series 7
  • Closed-End Funds
  • Hedge Funds
  • Alternative Investments
  • Finra
  • Fund of Funds
  • Wealth Management Services

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Frank McDonnell — Chief Product Officer at Steward Partners in Philadelphia, PA, US | Unifers