Donna Dembeck
Tell me more about Donna Dembeck?
Donna Dembeck is a Registered Senior Client Associate at Merrill Lynch with 29.3 years of work experience. She has expertise in series 7, series 63, and is based in the United States. Donna has worked at Raymond James in Florida as a Senior Registered Client Service Associate and at Merrill Lynch as a Registered Senior Client Associate. She has a strong background in financial services and has worked with a wide range of clients, including individual investors, corporations, institutions, and government entities.
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Emails and Phone Numbers
About
Registered Senior Client Associate at Merrill Lynch
Work Experience
Registered Senior Service Associate
Financial Services
Donna Dembeck's Professional Milestones
- Registered Senior Client Associate (1994-06-01~2016-02-01): Successfully managed complex client accounts, exceeding sales targets and fostering strong client relationships.
- Registered Senior Service Associate (2016-02-01~): Building strategic partnerships to drive business growth and enhance service quality.
Skill
Series 7
Series 63
Certification
Colleagues
Gregory Matzelle
Managing Partner, TEN10WMG Accredited Wealth Management Advisor Branch Owner, Financial Advisor, RJFS
Chris Frampton, CFP®
business owner at frampton financial services corp - an independent office of raymond james financial services
Everett Price
Owner
Brett Sanner
sanner financial services owner securities offered through raymond james financial services inc member finra sipc
Lance Lowery
Owner
Other Named Donna Dembeck
Frequently asked questions
We found 3 Donna Dembeck's email addresses
We found 2 Donna Dembeck's phone numbers
Donna Dembeck works for Raymond James
Donna Dembeck's role in Raymond James is Registered Senior Service Associate
Donna Dembeck works in the industry of Financial Services
Donna Dembeck's colleagues are Gregory Matzelle,Chris Frampton, CFP®,Everett Price
Donna Dembeck's latest job experience is Registered Senior Service Associate at Raymond James