Donna Shin, MBA, CFP®, CEPA, is currently a Sales Manager at Wealth.com, overseeing wirehouses and strategic accounts. Previously, Donna served as Vice President of the Portfolio Solutions Group at Keebeck Wealth Management, where they assisted high net-worth clients with financial planning. Donna has extensive experience in wealth management, having held roles at Morgan Stanley and Merrill Lynch, among others. They are also a board member for the EPI Chicago Chapter and have played key roles in event planning and marketing throughout their career. Donna earned a Bachelor of Business Administration in International Business and Marketing from Loyola University Chicago and an MBA in Finance from the same institution.
This person is not in the org chart
This person is not in any teams
This person is not in any offices