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JD

Joseph Donovan

Sr Sales Director @Broadridge

Boston, MA, US

EMAILS

[email protected]

MOBILE NUMBERS

+12•••••••18

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WORK HISTORY

May 2025 — Present

Sr Sales Director @Broadridge

EDUCATION

N/A

Westfield State University

BS

SKILLS

Wealth ManagementNegotiationInvestment AdvisorySeries 66Asset ManagementPortfolio ManagementKey Account Relationship ManagementHedge FundsEquitiesInvestment ManagementSeries 63Series 6TradingInvestmentsSecurities RegulationSecuritiesSeries 7Uniform Combined State LawEtfsFixed IncomeAsset AllocationMutual FundsInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsRetirement PlanningFinancial ServicesDcio

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ABOUT JOSEPH DONOVAN

Sr CIT Sales Director-Broadridge Financial Solutions

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