Since 2011, Donna Thorland has been working in Life Management Advisors located 19, 19. Donna is a proficient Client Advisor with over 17 years of work experience. According to Donna's CV and work profile, Donna Thorland has worked at more than four places with numerous backgrounds and got various skills. Donna attended school at the College For Financial Planning. Donna Thorland can be found in Fernandina, Florida – where this person currently lives. You can search for Donna's phone and email. We can also provide you detailed contact information upon request.
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Donna Thorland
Last updated May 06, 2024
Contact Information
Last Update
Jul 12, 2022
Email
do**@lifemanagementadvisors.com
Location
Fernandina, FL
Company
Workplace
Colleagues
Work History
Client Advisor
1890 south 14Th St SUITE 200, Fernandina Beach, FL 32034
Life Management Avisors makes it possible for individuals of all ages to maintain an independent, carefree lifestyle by managing the complicated and time-consuming tasks of daily living. Whe...
from Sep 2011
Senior Trust Officer and Compliance Officer
600 Jefferson St SUITE 350, Houston, TX 77002
Mar 2006 — Feb 2011
Assistant Vice President and Trust Officer
Administered trust, agency and probate accounts and act as the liaison with clients, families, professionals and charities. Expertise in the area of probate administration.
1993 — 1999
Trust Officer
Administered personal Trusts, estates, guardianships, and IRA's.
Feb 1987 — Jan 1993
Occupations
Advisor
Counselor
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Compliance Officer
Bank Examiner
Executive
Director of Quality Control
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Financial Compliance Examiner
Auditor
Compliance Manager
Skills
Organization
Crisis Intervention
Estate Planning
Trusts
Tax
Finance
Management
Iras
Long Term Care
Banking
Retirement Planning
Powers of Attorney
Small Business