V

Vincent Donato's
email & phone

Current Position:

Para Planner at Wealth Advocate Group

Experience:

5 years

Location:

Cleveland, Ohio, United States

How to contact Vincent Donato

Last updated:2025-10-01
emailv*******d@wealthadvocategroup.com
phone+1-***-***-9849
LinkedIn
Skype
YouTube

Work Experience

Para Planner at Wealth Advocate Group

Nov 2023 - Current

Investment Associate, Centralized Registered at KeyBank

Sep 2022 - Sep 2023

Administrative Associate at Independence Financial Services LLC

Jun 2021 - Aug 2022

Financial Representative at Northwestern Mutual

Jun 2020 - Jan 2021

Vincent Donato started working in 2020, then the employee has changed 3 companies and 3 jobs. On average, Vincent Donato works for one company for 1 year 3 months.

Education

Master of Business Administration - MBA at John Carroll University

Bachelor's degree at Slippery Rock University of Pennsylvania

Associate's degree at Johnson County Community College

Current Company Information Wealth Advocate Group

Name: Wealth Advocate Group

Speciality: Financial Independence Planning, Income Tax Planning, Estate Planning, Equity Compensation Planning, Business Succession Planning, Portfolio and Asset Allocation Management, Risk Management, Employer Sponsored Retirement Plan Advice

Location: Beachwood, Ohio, United States

Employees: 1-10

HQ Phone: (440) 505-5578

Description: Contact@Wadvocate.com...

Frequently Asked Questions

What is Vincent Donato's minimum period of employment in the companies?

Vincent Donato's minimum period of employment in various companies is 7 months.

What is Vincent Donato's average duration of employment for different companies?

On average, Vincent Donato works for one company for 11 months

What industries has Vincent Donato worked in?

Vincent Donato works in the Financial Services. Previously, Vincent Donato worked in the Banking.

What positions has Vincent Donato held before?

Previously, Vincent Donato worked as a Investment Associate, Centralized Registered, and Administrative Associate, and Financial Representative.

How do I contact Vincent Donato?

Vincent Donato's email address is v*******d@wealthadvocategroup.com, phone number is +1-***-***-9849. Sign up to get contact details.

Who is the President/CEO/Director of the Wealth Advocate Group?

The President/CEO/Director of the Wealth Advocate Group is Dave Thorne

Who are Vincent Donato's peers at other companies?

Vincent Donato's peers at other companies are Deborah Ndlovu and Wiaam Geldenhuys and Pete Schilli
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Vincent Donato Namesakes

Name
Company
Position
V
Pharmacy Automation Analyst

Other employees at Wealth Advocate Group

Name
Company
Position
D
CEO & CERTIFIED FINANCIAL PLANNER™
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