William Donahue
Executive Director & Senior Fiduciary Advisor, New England at Wells Fargo Wealth & Investment Management
- Role
- Executive Director & Senior Trust Advisor, Wells Fargo Wealth & Investment Management at Wells Fargo
- Location
- Greenwich, CT, US
- LinkedIn followers
- 500 followers
About William Donahue
Wealth Management leader with over 20 years experience in helping individuals, families…
Experience
Executive Director & Senior Trust Advisor, Wells Fargo Wealth & Investment Management
Apr 2016 — Present
Education
Central Connecticut State University
Bachelors of Science
1984 — 1988
Skills
- Investments
- Strategic Financial Planning
- Trust Services
- Strategic Planning
- Financial Advisory
- Investment Management
- Portfolio Management
- Finance
- Wealth Management Services
- Special Needs Trusts
- Financial Services
- Change Leadership
- Business Development
- Wealth Management
- Management
- Relationship Management
- Process Improvement
- Leadership
- Banking
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