![Theresa V. Donatelli](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 takes a client-centric approach to wealth management and planning. The firm’s core investment strategies are based on the input of their Investment Committee, which actively screens investment opportunities, including mutual funds, individual stocks, Exchange Traded Funds (ETFs) and debt securities utilizing third party services and in-house criteria. | Corporate Officer/Principal | - |
Formazione di Theresa V. Donatelli
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
96
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Essex Financial Services, Inc.
Essex Financial Services, Inc. Investment ManagersFinance Essex Financial takes a client-centric approach to wealth management and planning. The firm’s core investment strategies are based on the input of their Investment Committee, which actively screens investment opportunities, including mutual funds, individual stocks, Exchange Traded Funds (ETFs) and debt securities utilizing third party services and in-house criteria. | Finance |
University of Connecticut
 University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
