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Gene Donato

Gene Donato

Intern

Followers of Gene Donato182 followers
location of Gene DonatoGreater Philadelphia

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  • Timeline

  • About me

    Chief Compliance Officer at Kennedy Investment Group

  • Education

    • Sterling High School

      -

    • Rutgers University - Camden

      -

  • Experience

    • Scottrade

      Sept 2005 - Jan 2006
      Intern

    • Capital Planning Associates of the Greater Delaware Valley, Inc.

      Sept 2006 - Feb 2018
      Client Service Associate

    • Capital Planning Associates

      Feb 2008 - Feb 2018
      Registered Representative

    • Ameriprise Financial Services, LLC.

      Feb 2018 - Jul 2020
      Client Service Associate

    • Kennedy Investment Group

      Aug 2020 - now

      • Chief Compliance Officer

        Oct 2022 - now

      • Senior Licensed Operations Manager

        Aug 2020 - Oct 2022

  • Licenses & Certifications

    • Series 63

      FINRA

    • Series 7

      FINRA

    • Series 6

      FINRA