Profilo
Ms. Theresa V.
Donatelli is an Advisor at Essex Financial Services, Inc. She is with the firm since 1997.
She specializes in financial planning, retirement and education planning, working with individuals and with corporations and non-profits.
Ms. Donatelli graduated from the University of Connecticut, receiving a Bachelor of Arts in Communications in 1991.
Precedenti posizioni note di Theresa V. Donatelli
| Società | Posizione | Fine |
|---|---|---|
Essex Financial Services, Inc.
 Essex Financial Services, Inc. Investment ManagersFinance Essex Financial Services, Inc. (Essex Financial) is a registered investment advisor headquartered in Essex, Connecticut. The firm was founded by John W. Rafal in 2003 as John W. Rafal & Associates, Inc. They are a wholly-owned subsidiary of Essex Savings Bank. Essex Financial provides portfolio management services to individuals, high-net worth individuals, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and municipalities. | Corporate Officer/Principal | - |
Formazione di Theresa V. Donatelli
| University of Connecticut | 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 |
|---|---|
Essex Financial Services, Inc.
Essex Financial Services, Inc. Investment ManagersFinance Essex Financial Services, Inc. (Essex Financial) is a registered investment advisor headquartered in Essex, Connecticut. The firm was founded by John W. Rafal in 2003 as John W. Rafal & Associates, Inc. They are a wholly-owned subsidiary of Essex Savings Bank. Essex Financial provides portfolio management services to individuals, high-net worth individuals, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and municipalities. | Finance |
- Borsa valori
- Insiders
- Theresa V. Donatelli
