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Shelly Donaldson

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Shelly Donaldson

Vice President, Business Development Officer | Cumberland Trust

United States

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Shelly Donaldson

Summary

Shelly Donaldson is a seasoned Vice President and Business Development Officer at Cumberland Trust, leveraging her extensive legal background in estate planning and corporate governance. With a strong foundation in finance from Auburn University and a Juris Doctor from the University of Florida, she has transitioned from a legal career to a pivotal role in business development. Shelly's unique blend of legal expertise and consulting experience at Deloitte enables her to connect clients with tailored trust and estate administration services. She is passionate about expanding Cumberland Trust's presence in Georgia by fostering relationships with financial and legal advisors. Beyond her professional roles, Shelly has held various leadership positions in non-profit organizations, showcasing her commitment to community service. Her interests lie in charitable gift planning and tax law, reflecting her dedication to helping families navigate complex financial landscapes. Shelly's diverse career trajectory exemplifies her adaptability and commitment to excellence in her field.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Non-Profit Experience

Shelly Donaldson

Work Experience

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Vice President, Business Development Officer at

Cumberland Trust

April 2021 - Present

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Attorney at

Cohen Pollock Merlin Turner, P.C.

July 2017 - July 2020

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Founder, Estate Planning & Tax Attorney at

The Donaldson Law Firm

December 2014 - June 2017

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Estate Planning & Tax Attorney at

LEFKOFF, DUNCAN, GRIMES, MCSWAIN & HASS, PC

October 2008 - December 2014

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Tax Associate at

Morris, Manning & Martin, LLP

March 2004 - June 2008

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Technology Consultant at

Deloitte Consulting

October 1998 - December 2000

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Shelly Donaldson

Education

Auburn University, Bachelor Of Business Administration (B.B.A.)

January 1993 - January 1997

Frequently Asked Questions about Shelly Donaldson

What is Shelly Donaldson email address?

Shelly Donaldson's primary email address is **********@cumberlandtrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Shelly Donaldson work for?

Shelly Donaldson is a Vice President, Business Development Officer at Cumberland Trust, a company specializing in Other Financial Investment Activities.

Where Shelly Donaldson graduated from?

Shelly Donaldson holds a degree in from University of Florida - Fredric G. Levin College of Law.

How can I directly contact Shelly Donaldson?

To contact Shelly Donaldson directly, you can use the email address **********@cumberlandtrust.com. Complete contact information is available upon registration with Muraena.

Who is Shelly Donaldson?

Shelly Donaldson is a seasoned Vice President and Business Development Officer at Cumberland Trust, leveraging her extensive legal background in estate planning and corporate governance. With a strong foundation in finance from Auburn University and a Juris Doctor from the University of Florida, she has transitioned from a legal career to a pivotal role in business development. Shelly's unique blend of legal expertise and consulting experience at Deloitte enables her to connect clients with tailored trust and estate administration services. She is passionate about expanding Cumberland Trust's presence in Georgia by fostering relationships with financial and legal advisors. Beyond her professional roles, Shelly has held various leadership positions in non-profit organizations, showcasing her commitment to community service. Her interests lie in charitable gift planning and tax law, reflecting her dedication to helping families navigate complex financial landscapes. Shelly's diverse career trajectory exemplifies her adaptability and commitment to excellence in her field.

Shelly`s contact details

mail

**********@cumberlandtrust.com

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Lisa Tesar Ctfa

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Nathan Hyde

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Shannon Mcgarrity

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Sharon Winkler

Sr. VP and Chief Compliance Officer

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