Donny Lopiccolo

Vice President at Canterbury Consulting

Donny LoPiccolo, CFA has a diverse work experience in the finance industry. Donny started their career at Union Bank in February 2012, where they worked as a part of Union Banc Investment Services until July 2013. Afterwards, they joined Canterbury Consulting in July 2013 as a Consulting Associate. Donny played a crucial role in providing consulting services to tax-exempt organizations and individuals, managing custom investment programs aligned with each client's goals. During their time at Canterbury Consulting, they were promoted to Vice President in December 2017. Additionally, Donny LoPiccolo also serves as a Board Member at Community Hospital Long Beach since September 2021.

Donny LoPiccolo, CFA pursued their education in Finance at California State University, Long Beach from 2007 to 2011. Donny received their degree during this time period; however, the specific degree name is not provided. Donny has also obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute, although the specific month and year of its acquisition are not mentioned.

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Timeline

  • Vice President

    December, 2017 - present

  • Consulting Associate

    July, 2013