![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>)
Profiel
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.
Eerdere bekende functies van Theresa V. Donatelli
| Bedrijven | Functie | Einde |
|---|---|---|
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 | - |
Opleiding van Theresa V. Donatelli
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
96
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
