Mason O'Donnell, CFA, CFP®

Mason O'Donnell, CFA, CFP®

Tutor

Followers of Mason O'Donnell, CFA, CFP®786 followers
location of Mason O'Donnell, CFA, CFP®Billings, Montana, United States

Connect with Mason O'Donnell, CFA, CFP® to Send Message

Connect

Connect with Mason O'Donnell, CFA, CFP® to Send Message

Connect
  • Timeline

  • About me

    Deputy Chief Investment Officer at Stockman Wealth Management

  • Education

    • Northwestern College

      2015 - 2019
      Bachelor of Arts - BA Finance and Economics
  • Experience

    • Northwestern College

      Aug 2017 - May 2019
      Tutor
    • Stockman Bank of Montana

      May 2018 - Aug 2018
      Intern
    • TD Ameritrade

      Jul 2019 - May 2020
      Retail Trading Representative
    • Stockman Wealth Management

      Oct 2020 - now
      • Deputy Chief Investment Officer

        Oct 2022 - now
      • Junior Portfolio Manager / Financial Analyst

        Sept 2021 - Oct 2022
      • Financial Analyst

        Jun 2020 - Dec 2021
      • Financial Analyst

        Oct 2020 - Sept 2021
  • Licenses & Certifications

    • Series 65

      FINRA
      Oct 2020
    • Chartered Financial Analyst® (CFA) Charterholder

      CFA Institute
      Aug 2022
      View certificate certificate
    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate
    • Series 7

      FINRA
      Nov 2019
    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      May 2023
      View certificate certificate
    • Series 63

      FINRA
      Nov 2019
  • Honors & Awards

    • Awarded to Mason O'Donnell, CFA, CFP®
      2019 GPAC All Conference Honorable Mention -
    • Awarded to Mason O'Donnell, CFA, CFP®
      Dean's List -
    • Awarded to Mason O'Donnell, CFA, CFP®
      NAIA Scholar Athlete -