Dave O'Donnell
Fondatore presso The Patriot Financial Group Insurance Agency LLC
Profilo
Mr. David M.
O'Donnell is a Founder & Financial Advisor at The Patriot Financial Group Insurance Agency LLC.
In addition to recruiting and managing the multi-faceted teams, he maintains and builds on the relationships between the Patriot Financial Group’s Hybrid Registered Investment Advisor (RIA), Securities America broker-dealer affiliation, and independent insurance and group product departments.
He received his undergraduate degree from St. John Fisher College.
Posizioni attive di Dave O'Donnell
| Società | Posizione | Inizio |
|---|---|---|
The Patriot Financial Group Insurance Agency LLC
 The Patriot Financial Group Insurance Agency LLC Investment ManagersFinance The Patriot Financial Group Insurance Agency LLC, dba The Patriot Financial Group (TPFG), is an independent registered investment adviser headquartered in Westborough, Massachusetts. The firm was founded by David M. O'Donnell in 2004. TPFG provides investment advice to individuals, small businesses and high net-worth individuals as well as pension and profit-sharing plans. | Fondatore | 01/04/2004 |
Formazione di Dave O'Donnell
| St. John Fisher College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
The Patriot Financial Group Insurance Agency LLC
The Patriot Financial Group Insurance Agency LLC Investment ManagersFinance The Patriot Financial Group Insurance Agency LLC, dba The Patriot Financial Group (TPFG), is an independent registered investment adviser headquartered in Westborough, Massachusetts. The firm was founded by David M. O'Donnell in 2004. TPFG provides investment advice to individuals, small businesses and high net-worth individuals as well as pension and profit-sharing plans. | Finance |
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