Sherri Donaldson is a highly qualified expert, who works in Dalton Education main office of which is in 5. on the position of Cfpâ Exam Review Course Instructor from 2018. This expert has earned professional experience in more than four positions at various companies. Sherri Donaldson went to the The American College of Financial Services and got education from 2000 to 2010. Hamilton, Ohio is the city, where this person was lastly known to be settled. Their email address and phone number are accessed through this website on demand.
Name variants:
Sherri Donaldson
Last updated Jun 18, 2024
Contact Information
Last Update
Jul 4, 2022
Email
sd**@mtb.com
Location
Hamilton, OH
Company
Dalton Education
Workplace
Cfpâ Exam Review Course Instructor
Work History
Cfpâ Exam Review Course Instructor
3625 Brookside Pkwy SUITE 450, Alpharetta, GA 30022
from Aug 2018
Writer and Instructor For Cfpâ Review Program
4785 Emerald Way, Middletown, OH
Mar 2007 — Aug 2018
Senior Training Specialist
345 Main St, Buffalo, NY 14203
Instructor and adminsitrator for the Bank's internal CFP(R) program, ChFC(R) courses, and other advanced trainings as needed
Feb 2003 — Apr 2012
Education
Occupations
Financial Broker
Certified Financial Planner
Professor
Instructor
Pedagogue
Accountant
Finance and Accounting Specialist
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Skills
Retirement Planning
Financial Planning
Wealth
Certified Financial Planner
Wealth Management
Strategic Financial Planning
Investments
Insurance
Life Insurance
Asset Allocation
Series 7
Retirement
Series 63
Estate Planning
Series 6
Personal Finance
Small Business
Fixed Annuities
Financial Planners
FAQs about Sherri Donaldson
What's the main profession of Sherri Donaldson?
Sherri is a Editing Princess.
What jobs is Sherri proficient at at?
Sherri Donaldson is proficient at such jobs as Financial Broker and Certified Financial Planner.
Where is Sherri Donaldson currently located?
Sherri Donaldson is located in Hamilton, Ohio.
Does Sherri Donaldson have the email address?
sd**@mtb.com is Sherri's email address.
Where did Sherri Donaldson work?
Sherri Donaldson worked at Dalton Education, Money Education.
What education does Sherri Donaldson have?
Sherri studied at the American College of Financial Services from 2000 to 2010.
Are there any industries, that Sherri Donaldson works in?
Sherri Donaldson works in Financial Services industry.
What are special skills of Sherri Donaldson?
Sherri has such skills as Retirement Planning, Financial Planning, Wealth, Certified Financial Planner, Wealth Management, Strategic Financial Planning, Investments, and Insurance.