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Donna Marie Drosner
Corporate Officer/Principal chez Robert W. Baird & Co., Inc. (Private Banking)
Profil
Ms. Donna M.
Drosner is a Director & Senior Investment Consultant at Robert W.
Baird & Co., Inc. She has been a Financial Advisor at Baird since 1992 and a shareholder since 2001.
She built her practice around financial planning and estate services, and specializes in retirement planning, cash management, and advanced planning.
She received her undergraduate degree from the University of Wisconsin - Milwaukee.
She is also a Certified Financial Planner and a Certified Retirement Counselor.
Postes actifs de Donna Marie Drosner
Sociétés | Poste | Début |
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Robert W. Baird & Co., Inc. (Private Banking)
![]() Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Corporate Officer/Principal | 01/01/1992 |
Formation de Donna Marie Drosner
University of Wisconsin | Undergraduate Degree |
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 1 |
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Robert W. Baird & Co., Inc. (Private Banking)
![]() Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |