Donna Joseph
Baldwin, New York, United States
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Donna Joseph is a highly experienced professional with over 30 years of work experience in investments, wealth management services, trusts, and asset management. She currently serves as the Vice President and Client Advisor at Bernstein Global Wealth Management in the United States. Donna has a strong background in investment management, investment strategies, and estate planning. She has also worked at FBR and Bear Stearns & Co., gaining expertise in financial institutions and legal matters. Donna's extensive knowledge and skills make her a valuable asset in the field of wealth management.
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Skills & Insights
Colleagues

Emails and Phone Numbers

@bernstein.com
+1 212486****
+1 212350****
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About

Vice President and Client Advisor at Bernstein Global Wealth Management

Work Experience

1345 Avenue of the Americas, New York, New York, 10105, US

Financial Services

697
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Donna Joseph's Professional Milestones

  • Vice President | Client Advisor (1999-04-01~): Delivered positive client strategies, fostering trust and mutual success.
  • Associate | Financial Institutions Group (1995-01-01~1999-04-01): Successfully supervised and mentored multiple financial institutions, contributing to success and growth.
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Education

Georgetown University
Georgetown University

Social Policy

1995-01-01-1997-01-01
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