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Mason O'Donnell, CFA, CFP®

Mason O'Donnell, CFA, CFP®

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

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  • 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 -