Since 2010, Brian Donley has been working in Mendota Financial Group situated 218, 218. Brian is an experienced Vice President of Wealth Management with over 26 years of work experience. According to Brian's resume and work profile, the professional has worked at more than six places with numerous backgrounds and got various skills. Brian attended school at the University of Wisconsin - Whitewater from 1989 to 1991. This professional has professional certification in Certified Public Accountant, Cpa and Personal Financial Specialist, Pfs. Brian can be found in Madison, Wisconsin – where this expert currently lives. You can search for the professional's email address and number. We can also provide you with additional contact information upon request.
Name variants:
Bryan Donley,
Bryant Donley
Last updated Jul 04, 2024
Contact Information
Last Update
Jun 30, 2022
Email
bd**@mendotafinancial.com
Location
Madison, WI
Company
Workplace
Vice President of Wealth Management
Madison, WI
Industry
Financial Services, Management Consulting Services
Colleagues
Work History
Vice President of Wealth Management
634 west Main St SUITE 302, Madison, WI 53703
Mendota Financial Group provides comprehensive wealth management services to affluent individuals, business owners, professionals, university faculty, retirees and their families. Our goal i...
from Feb 2010
Vice President - Investment Management
1255 Fourier Dr SUITE 200, Madison, WI 53717
Jan 2004 — Nov 2009
Midwest Regional Controller
675 Bering St SUITE 400, Houston, TX 77003
Concurrent with CFO position at wholly owned subsidiary, North American Mechanical, Inc. Duties included trouble shooting at sister companies that were have difficulties that were not being ...
1998 — 2004
Senior Staff Accountant
1221 John Q Hammons Dr, Madison, WI 53717
Tax, Audit, Review, Compilation and software consulting
Aug 1991 — May 1995
Education
1989 — 1991
1982 — 1987
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Retirement
Wealth Management
Investment Management
Finance
Wealth
Strategic Financial Planning
Financial Analysis
Investment Advisory
Small Business
Wealth Management Services
Retirement Planning
Financial Planning
Financial Planners
Asset Allocation
Investments
Estate Planning
Portfolio Management
401K
Mutual Funds
Financial Advisory
Alternative Investments
Investment Strategies
Certified Financial Planner
Tax
Retirement Plan Consulting
FAQs about Brian Donley
What's the main profession of Brian Donley?
This professional's job is Vice President of Wealth Management
What are the profession of The professional?
These person's professions are Executive and Vice President
Where does Brian Donley currently live?
The professional lives in Madison, Wisconsin.
What is the professional's email?
Brian's email is bd**@mendotafinancial.com.
How many companies did Brian Donley work at?
Brian Donley worked at six jobs.
What education does Brian Donley have?
Brian studied at the University of Wisconsin - Whitewater from 1989 to 1991.
What are the certifications of Brian Donley?
The professional received the following certifications: Certified Public Accountant, Cpa, Personal Financial Specialist, Pfs, License 14955-1, and License 01665495.
Are there any professional industries, that Brian Donley is connected to?
This professional works in Financial Services industry.