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Cfp Connor Donovan

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Cfp Connor Donovan

Vice President, Client Advisor | Simon Quick Advisors, LLC

United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Non-Profit Experience

Cfp Connor Donovan

Work Experience

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Vice President, Client Advisor at

Simon Quick Advisors, LLC

February 2023 - Present

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Client Advisory Analyst at

Simon Quick Advisors, LLC

July 2017 - February 2023

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Client Advisory Associate at

Simon Quick Advisors, LLC

January 2021 - February 2023

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Consultant - Small Business Development Center (SBDC) at

Lehigh University

August 2016 - December 2016

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Team Member at

Valley Blue Sox

July 2016 - August 2016

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Intern, Strategic Financial Consulting at

Je Nelson Llc Strategic Financial Consultants

May 2016 - August 2016

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Lehigh University Baseball - Team Leader at

Team Impact, Inc.

March 2015 - February 2016

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Team Member at

Green Bay Booyah

June 2015 - August 2015

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Team Member at

ATLANTIC COLLEGIATE BASEBALL LEAGUE

May 2014 - August 2014

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Intern / Bat Boy at

Trenton Thunder

March 2013 - August 2013

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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

mail

**************@mqsadvisors.com

********@simonquickadvisors.com

Colleagues

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Peter Simon

Managing Partner

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Cfp Garrett Wells

Vice President

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Steve Pisano

Managing Director | Chief Compliance Officer | Principal at Simon Quick Advisors, LLC

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Cfp Kyle Ferrare

Managing Director | Principal, Client Advisor

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Belinda Bast

Vice President | Senior Accountant Family Office Accounting Services

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Cfp Daniel Weitz Cfa

Managing Director | Principal

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Joe Belfatto

Managing Partner | Wealth Management and Investment Consulting Services

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Cfp Brian Hipwell

Vice President, Client Advisory

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Cfp Jack Mahoney

Managing Director, Client Advisor / Principal

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Joe Jedziniak

Head of Trading, Director of Investments

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