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Sandra Goad

Billing & Portfolio Accounting Specialist at Donaldson Capital Management

  • LinkedIn

Email Email: s****@vectren.com

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

Experienced Administrative professional with a demonstrated history of working in the utilities industry. Skilled in Budgeting, Oracle Database, Accounting, Compliance Management, Continu...

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DONALDSON CAPITAL MANAGEMENT

DONALDSON CAPITAL MANAGEMENT

  • description Description
    Serving wealth management clients, non-profits, and retirement plans since 1995. * * * * * * Donaldson Capital Management, LLC, is a federally registered investment adviser under the Investme...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Donaldson Capital Management Org Chart and Mapping

Employees

Andrew Richmond

Senior Trading Specialist

Jenna Wasson

CRM System Administrator

Sandra Goad

Billing & Portfolio Accounting Specialist

Blake Cfp®

Certified Financial Planner

Marvin Wright

Senior Portfolio Manager, Partner

Stephen Obenchain

Director of Investment Operations & Compliance Officer

Rick Roop

VP & Sr. Portfolio MGR

Cfp® Brandon Roop

VP of Investment Advisory & Sr. Investment Advisor

Riley Guerzini

Communications Associate

Frequently Asked Questions Regarding Sandra Goad

Answer: Sandra Goad works for Donaldson Capital Management as Billing & Portfolio Accounting Specialist

Answer: Sandra Goad’s role in Donaldson Capital Management is Billing & Portfolio Accounting Specialist

Answer: Sandra Goad's email address is s***@gmail.com

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Answer: Sandra Goad’s direct phone number is (***)-***-****

Answer: Sandra Goad works in the industry of: Investment Management

Answer: Sandra Goad is the current Billing & Portfolio Accounting Specialist at Donaldson Capital Management.... Read More

Answer: Sandra Goad works Donaldson Capital Management located at 20 Nw 1st St, Evansville, Indiana, 47708, United States

Answer: Donaldson Capital Management's Billing & Portfolio Accounting Specialist is Sandra Goad

Answer: Sandra Goad contact details:

  • Phone number  :  (***)-***-****
  • Email  :  s****@vectren.com

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