Jack Donnelly

Jack Donnelly

Revenue Administration Specialist

Followers of Jack Donnelly128 followers
location of Jack DonnellyCleveland, Ohio, United States

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  • Timeline

  • About me

    Lead Principal East Region

  • Education

    • Cleveland State University

      -
      Bachelor of Business Administration - BBA Finance
  • Experience

    • KeyBank

      Jan 2013 - Jan 2014
      Revenue Administration Specialist
    • Key Investment Services

      Jan 2014 - Jan 2017
      Investment Associate
    • PNC Investments

      Jul 2017 - Aug 2021
      • Central Review Advisory/Managed Manager

        Oct 2018 - Aug 2021
      • Regulatory Risk Analyst at PNCI

        Jul 2017 - Sept 2018
    • Key Investment Services

      Sept 2021 - now

      - Manage a team of Sr. Supervision Principals and Jr. Supervision Principals covering the East region of the firm- Resolve complex and escalated issues in the region- High level trend analysis - Process improvement focused on efficiency, regulatory environment, and firm guidelines

      • Lead Principal East Region

        Jul 2022 - now
      • Senior Supervision Principal

        Sept 2021 - Jul 2022
  • Licenses & Certifications

    • Series 7, 66, 24, 52, 53

    • Life, Accident, Health, Variable

      Ohio Department of Insurance