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Jack Donnelly

Revenue Administration Specialist

128 followers

Cleveland, 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

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