Profil
Ms. Laura A.
Mineo is a Senior Registered Client Service Associate at McDonald Partners LLC.
She has more than 30 years of experience in the financial services industry, spanning a wide variety of responsibilities.
She ensures all of her clients receive the ultimate care and counsel from her and her team.
Prior to joining McDonald Partners, she worked as an Investment Associate with McDonald Investments and Wells Fargo Advisors.
Here, she was responsible for branch compliance and operations, and was also the primary contact for several outside money management firms with more than $40 million in assets.
Before these roles, she was a Junior Partner with Joseph Stanzi.
She is Series 7 licensed.
Aktive Positionen von Lori Mineo
Unternehmen | Position | Beginn |
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McDonald Partners LLC
McDonald Partners LLC Investment ManagersFinance McDonald Partners LLC is an independent, dually-registered investment adviser and broker-dealer headquartered in Cleveland, Ohio. It has additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. The firm was founded by Thomas McDonald in 2005. McDonald Partners provides a variety of investment management services through its Financial Advisors to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Analyst-Equity | 01.07.2009 |
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Private Unternehmen | 1 |
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McDonald Partners LLC
McDonald Partners LLC Investment ManagersFinance McDonald Partners LLC is an independent, dually-registered investment adviser and broker-dealer headquartered in Cleveland, Ohio. It has additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. The firm was founded by Thomas McDonald in 2005. McDonald Partners provides a variety of investment management services through its Financial Advisors to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Finance |