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Cfp Connor Donovan
Cfp Connor Donovan
Vice President, Client Advisor | Simon Quick Advisors, LLC
United States
Cfp Connor Donovan
Summary
Connor Donovan is a dynamic Vice President and Client Advisor at Simon Quick Advisors, LLC, where he leverages his extensive background in finance and client relations to enhance the experiences of high net worth clients. With a Cum Laude degree in finance from Lehigh University, he combines academic excellence with practical experience gained as a student-athlete, where he earned multiple accolades in baseball. His role involves intricate financial planning and investment analyses, showcasing his commitment to delivering exceptional client service. Connor's leadership skills were honed through his experience as Team Captain of Lehigh's baseball team, where he led fellow athletes both on and off the field. His proactive approach in building relationships with clients and industry professionals has been instrumental in his success. Beyond finance, Connor is passionate about mentoring and community service, reflecting his dedication to making a positive impact. He is also a certified financial planner, emphasizing his expertise in the financial sector. As he continues his career, he aims to replicate the same level of commitment and excellence he has demonstrated in academics and athletics.
Cfp Connor Donovan
Work Experience
Vice President, Client Advisor at
Simon Quick Advisors, LLC
February 2023 - Present
Client Advisory Analyst at
Simon Quick Advisors, LLC
July 2017 - February 2023
Client Advisory Associate at
Simon Quick Advisors, LLC
January 2021 - February 2023
Consultant - Small Business Development Center (SBDC) at
Lehigh University
August 2016 - December 2016
Team Member at
Valley Blue Sox
July 2016 - August 2016
Intern, Strategic Financial Consulting at
Je Nelson Llc Strategic Financial Consultants
May 2016 - August 2016
Lehigh University Baseball - Team Leader at
Team Impact, Inc.
March 2015 - February 2016
Team Member at
Green Bay Booyah
June 2015 - August 2015
Team Member at
ATLANTIC COLLEGIATE BASEBALL LEAGUE
May 2014 - August 2014
Intern / Bat Boy at
Trenton Thunder
March 2013 - August 2013
Cfp Connor Donovan
Education
New York University, Certified Financial Planner - Certification In Process
January 2018 - January 2020
Lehigh University - College of Business and Economics, Bachelor’s Degree (Cum Laude) 2017
January 2013 - January 2017
The Pennington School, High School Diploma
January 2009 - January 2013
Frequently Asked Questions about Cfp Connor Donovan
What is Cfp Connor Donovan email address?
Cfp Connor Donovan's primary email address is **************@mqsadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Connor Donovan work for?
Cfp Connor Donovan is a Vice President, Client Advisor at Simon Quick Advisors, LLC, a company specializing in Security brokers & dealers.
Where Cfp Connor Donovan graduated from?
Cfp Connor Donovan holds a degree in Cfp from New York University.
How can I directly contact Cfp Connor Donovan?
To contact Cfp Connor Donovan directly, you can use the email address **************@mqsadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Connor Donovan?
Connor Donovan is a dynamic Vice President and Client Advisor at Simon Quick Advisors, LLC, where he leverages his extensive background in finance and client relations to enhance the experiences of high net worth clients. With a Cum Laude degree in finance from Lehigh University, he combines academic excellence with practical experience gained as a student-athlete, where he earned multiple accolades in baseball. His role involves intricate financial planning and investment analyses, showcasing his commitment to delivering exceptional client service. Connor's leadership skills were honed through his experience as Team Captain of Lehigh's baseball team, where he led fellow athletes both on and off the field. His proactive approach in building relationships with clients and industry professionals has been instrumental in his success. Beyond finance, Connor is passionate about mentoring and community service, reflecting his dedication to making a positive impact. He is also a certified financial planner, emphasizing his expertise in the financial sector. As he continues his career, he aims to replicate the same level of commitment and excellence he has demonstrated in academics and athletics.
Cfp`s contact details
**************@mqsadvisors.com
********@simonquickadvisors.com
Colleagues
Managing Partner
Vice President
Managing Director | Chief Compliance Officer | Principal at Simon Quick Advisors, LLC
Managing Director | Principal, Client Advisor
Vice President | Senior Accountant Family Office Accounting Services
Managing Director | Principal
Managing Partner | Wealth Management and Investment Consulting Services
Vice President, Client Advisory
Managing Director, Client Advisor / Principal
Head of Trading, Director of Investments