Frank McDonnell
- Role
- Chief Product Officer at Steward Partners
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Frank McDonnell
Senior financial services executive with over 20 years of experience in the financial…
Experience
Chief Product Officer
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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