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Donna Jordan

Client Service Manager at Moneta

  • LinkedIn

Email Email: d****@monetagroup.com

phone noPhone Number: (***)-***-****

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MONETA

MONETA

  • description Description
    Moneta, ranked by InvestmentNews as the one of the Midwests largest independent RIAs with more than $30.6 billion in AUM and 500 employees, delivers a level of service and loyalty to its clie...

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  • Employees count Employees 201-500
  • Revenue Revenue 250 Million to 500 Million
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Moneta Org Chart and Mapping

Employees

Ryan Leonard

Client Onboarding Team Lead

Danielle Wilcox

Client Onboarding Specialist

Emily Morgan

Customer Service Manager

Joe Sheehan

Principal,MBA, Cfa®, Awma, Cfp®

John Costello

Associate Investment Analyst

Connie Cule

Senior Investment Operations Specialist

Frequently Asked Questions Regarding Donna Jordan

Answer: Donna Jordan works for Moneta as Client Service Manager

Answer: Donna Jordan’s role in Moneta is Client Service Manager

Answer: Donna Jordan's email address is d***@gmail.com

Answer: Donna Jordan's business email address is d****@monetagroup.com

Answer: Donna Jordan’s direct phone number is (***)-***-****

Answer: Donna Jordan works in the industry of: Financial Services

Answer: Donna Jordan works Moneta located at 100 S Brentwood BLVD, St Louis, Missouri, 63105, United States

Answer: Moneta's Client Service Manager is Donna Jordan

Answer: Donna Jordan contact details:

  • Phone number  :  (***)-***-****
  • Email  :  d****@monetagroup.com

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