Bob Donnell

Bob Donnell has extensive work experience in the finance industry. Bob is currently working as an Implementation Manager (Analyst) at Alternative Investment Exchange (AIX) since May 2021. Prior to this, they worked as a Financial Advisor III at Citizens Investment Services from April 2020 to May 2021.

From 2017 to 2020, Bob held various roles at Santander Investment Securities Inc, including Financial Consultant and Sr. Relationship Banker. In these positions, they gained experience in financial planning, investments, consumer banking, and lending.

Before joining Santander Investment Securities Inc, Bob worked at Hanlon Investment Management, Inc. from 2013 to 2017. Bob served as the Senior Manager of Back Office Operations, where they managed a team and focused on operational efficiency, process enhancement, and strategic planning. Bob also worked as a Strategic Accounts Manager, leading contract negotiation and research activities for corporate clients.

Bob's earlier experience includes working at PNC Bank from 2005 to 2013. Bob held positions such as Senior Private Banking Manager, AVP, Relationship Manager, and Licensed Financial Sales Consultant II. In these roles, they managed portfolios, drove sales and retention activities, and provided financial advice across various areas.

Overall, Bob Donnell has a strong background in finance, with experience in implementation management, financial advisory, banking operations, and strategic accounts management.

Bob Donnell completed their Bachelor of Science in International Finance from Rowan University, which they attended from 1995 to 1999. Prior to that, they pursued General Studies at Mainland Regional High School from 1991 to 1995. In addition to their formal education, Bob has obtained various certifications, including "Integrating Dynamics 365 with SharePoint" and "Learning Microsoft Dynamics 365: The Basics" from LinkedIn in February 2020. Bob also holds certifications such as "2-Minute Tips for Senior Leaders," "Deep Work: Rules for Focused Success in a Distracted World (Blinkist Summary)," "Excel: You Can Do This," and "Strategic Thinking" from LinkedIn in November 2019. Additionally, Bob obtained the Series 65 certification from FINRA in September 2012, and the Securities Broker-Dealer Agent Registration from FINRA in April 2009.