We found the following information about Donna Medcalf at Granite Harbor Advisors, where this professional has worked as a Operations and Compliance Manager since 2018. Donna's total work experience is over 17 years, during which time Donna Medcalf had at least four jobs at different places to develop skills. Donna studied at the University of Texas at Arlington. Donna has the certification in Series 7,63, 65, 24 Currently, Donna is located in Houston, Texas. You can contact with Donna by searching for phone or email or get additional info by requesting access to this professional's additional details from SoftwareOfficial.
Name variants:
Donna Medcalf
Last updated May 08, 2024
Contact Information
Workplace
Operations and Compliance Manager
Houston, TX
Industry
Financial Services, Trade Contractor
Colleagues
Work History
Operations and Compliance Manager
7850 north Sam Houston Pkwy west SUITE 270, Houston, TX 77064
from Jul 2018
Director of Operations
6363 Woodway Dr SUITE 900, Houston, TX 77057
Dec 2013 — Jul 2018
Office Manager
450 Gears Rd SUITE 320, Houston, TX 77067
May 2012 — Dec 2013
Education
Occupations
Executive
Compliance Manager
Accountant
Finance and Accounting Specialist
Director of Operations
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Series 7
Management
Retirement
Finance
Pensions
Portfolio Management
Investments
Wealth Management
Asset Allocation
Employee Benefits
Financial Analysis
401K
Mutual Funds
Risk Management
Retirement Planning
FAQs about Donna Medcalf
What's the profession of Donna Medcalf?
This professional's job is Operations and Compliance Manager
What are the main profession of Donna Medcalf?
These person's professions are Executive and Compliance Manager
Where does Donna Medcalf live?
Donna Medcalf lives in Houston, Texas.
How many companies did Donna Medcalf work at?
Donna Medcalf worked at four jobs.
Where has Donna Medcalf studied?
Donna studied at the University of Texas at Arlington.
What are the certifications of Donna Medcalf?
The professional received the following certifications: Series 7,63, 65, 24.
Are there any professional industries, that Donna Medcalf is connected to?
This professional works in Financial Services industry.
What are professional skills of Donna Medcalf?
This professional has skills in the following areas: Series 7, Management, Retirement, Finance, Pensions, Portfolio Management, Investments, Wealth Management, Asset Allocation, and Employee Benefits.