Mason O'Donnell, CFA, CFP® - Deputy Chief Investment Officer at Stockman Wealth Management

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Mason o'donnell, cfa, cfp®

Billings, Montana, United States

+91 xxxx xxxxx

[email protected]

786 followers

Timeline
Aug 2017 - May 2019
Tutor
Northwestern College
May 2018 - Aug 2018
Intern
Stockman Bank of Montana
Jul 2019 - May 2020
Retail Trading Representative
TD Ameritrade
Current Company
Oct 2020 - now
Deputy Chief Investment Officer
Stockman Wealth Management
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
- Cfa institute charterholder
  Cfa institute
  Aug 2024
  View certificate
- Series 7
  Finra
  Nov 2019
- Certified financial planner™ professional
  Cfp board
  May 2023
  View 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 -

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