Dave O'Donnell
Fondateur chez The Patriot Financial Group Insurance Agency LLC
Profil
Mr. David M.
O'Donnell is a Founder & Financial Advisor at The Patriot Financial Group Insurance Agency LLC.
In addition to recruiting and managing the multi-faceted teams, he maintains and builds on the relationships between the Patriot Financial Group’s Hybrid Registered Investment Advisor (RIA), Securities America broker-dealer affiliation, and independent insurance and group product departments.
He received his undergraduate degree from St. John Fisher College.
Postes actifs de Dave O'Donnell
| Sociétés | Poste | Début |
|---|---|---|
The Patriot Financial Group Insurance Agency LLC
 The Patriot Financial Group Insurance Agency LLC Investment ManagersFinance The Patriot Financial Group Insurance Agency LLC, dba The Patriot Financial Group (TPFG), is an independent registered investment adviser headquartered in Westborough, Massachusetts. The firm was founded by David M. O'Donnell in 2004. TPFG provides investment advice to individuals, small businesses and high net-worth individuals as well as pension and profit-sharing plans. | Fondateur | 01/04/2004 |
Formation de Dave O'Donnell
| St. John Fisher College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
The Patriot Financial Group Insurance Agency LLC
The Patriot Financial Group Insurance Agency LLC Investment ManagersFinance The Patriot Financial Group Insurance Agency LLC, dba The Patriot Financial Group (TPFG), is an independent registered investment adviser headquartered in Westborough, Massachusetts. The firm was founded by David M. O'Donnell in 2004. TPFG provides investment advice to individuals, small businesses and high net-worth individuals as well as pension and profit-sharing plans. | Finance |
