![Theresa V. Donatelli](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Theresa V.
Donatelli is an Advisor at Essex Financial Services, Inc. She is with the firm since 1997.
She specializes in financial planning, retirement and education planning, working with individuals and with corporations and non-profits.
Ms. Donatelli graduated from the University of Connecticut, receiving a Bachelor of Arts in Communications in 1991.
Anciens postes connus de Theresa V. Donatelli
| Sociétés | Poste | Fin |
|---|---|---|
Essex Financial Services, Inc.
 Essex Financial Services, Inc. Investment ManagersFinance Essex Financial takes a client-centric approach to wealth management and planning. The firm’s core investment strategies are based on the input of their Investment Committee, which actively screens investment opportunities, including mutual funds, individual stocks, Exchange Traded Funds (ETFs) and debt securities utilizing third party services and in-house criteria. | Corporate Officer/Principal | - |
Formation de Theresa V. Donatelli
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Essex Financial Services, Inc.
Essex Financial Services, Inc. Investment ManagersFinance Essex Financial takes a client-centric approach to wealth management and planning. The firm’s core investment strategies are based on the input of their Investment Committee, which actively screens investment opportunities, including mutual funds, individual stocks, Exchange Traded Funds (ETFs) and debt securities utilizing third party services and in-house criteria. | Finance |
University of Connecticut
 University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
