Current Position:
Para Planner at Wealth Advocate GroupExperience:
5 yearsLocation:
Cleveland, Ohio, United StatesNov 2023 - Current
Sep 2022 - Sep 2023
Jun 2021 - Aug 2022
Jun 2020 - Jan 2021
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
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...
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 monthsWhat 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 ThorneWho are Vincent Donato's peers at other companies?
Vincent Donato's peers at other companies are Deborah Ndlovu and Wiaam Geldenhuys and Pete SchilliFind email for 850M+ professionals