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Erin Donahue, CFP®, CPA/PFS, CMA, CGMA

Erin Donahue, CFP®, CPA/PFS, CMA, CGMA

Associate Manager

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location of Erin Donahue, CFP®, CPA/PFS, CMA, CGMANew York City Metropolitan Area

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  • Timeline

  • About me

    Senior Manager of Advice Strategy at Northstar

  • Education

    • Seton Hall University

      -
      Master of Business Administration - MBA Finance, General

    • NYU Stern School of Business

      -
      Bachelor's degree Accounting and Finance

  • Experience

    • Prudential Financial

      Sept 2005 - Aug 2010
      Associate Manager

    • Ziff Brothers Investments

      Aug 2010 - Aug 2016
      Accounting Manager

    • Ziff Capital Partners

      Sept 2016 - Oct 2019
      Accounting Manager

    • Plan with Erin

      Apr 2018 - now
      Certified Financial Planner

    • Northstar Money

      Feb 2019 - now
      Senior Manager of Advice Strategy, Financial Planning

  • Licenses & Certifications

    • Certified Public Accountant

      CPA (NJ Board of Accountancy)

    • Certified Financial Planner (CFP)

      CFP Board

    • Personal Financial Specialist (PFS)

      Association of International Certified Professional Accountants

    • Certified Management Accountant (CMA)

      IMA | Institute of Management Accountants

  • Volunteer Experience

    • Helpline Volunteer

      Issued by Savvy Ladies on Jun 2020
      Savvy LadiesAssociated with Erin Donahue, CFP®, CPA/PFS, CMA, CGMA