Phil Thomas McDonnell
Compliance Officer chez JRM Investment Counsel LLC
Profil
Mr. Phil T.
McDonnell is a Chief Operations & Compliance Officer at JRM Investment Counsel LLC.
He is an Investment Advisor Representative, co-portfolio manager and responsible for firm operations and compliance.
He has over 13 years of financial services experience.
Prior to joining JRM Investment Counsel in 2013, Mr. McDonnell was a retirement specialist and investor solutions manager at TD Ameritrade.
Mr. McDonnell holds a B.S.B.A.
in Finance from Saint Louis University, an M.B.A.
from Creighton University
Postes actifs de Phil Thomas McDonnell
| Sociétés | Poste | Début |
|---|---|---|
JRM Investment Counsel LLC
 JRM Investment Counsel LLC Investment ManagersFinance JRM Investment Counsel LLC (JRM) is an independent wealth management firm headquartered in Omaha, Nebraska. The firm was founded by Jack R. McDonnell in 2006. JRM provides financial advice and discretionary investment management services for individuals, families and businesses. | Compliance Officer | 01/01/2013 |
Anciens postes connus de Phil Thomas McDonnell
| Sociétés | Poste | Fin |
|---|---|---|
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Corporate Officer/Principal | 01/01/2013 |
Formation de Phil Thomas McDonnell
| Creighton University | Masters Business Admin |
| John Cook School of Business | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Finance |
JRM Investment Counsel LLC
JRM Investment Counsel LLC Investment ManagersFinance JRM Investment Counsel LLC (JRM) is an independent wealth management firm headquartered in Omaha, Nebraska. The firm was founded by Jack R. McDonnell in 2006. JRM provides financial advice and discretionary investment management services for individuals, families and businesses. | Finance |