Directory
>
Shelly Donaldson
Shelly Donaldson
Vice President, Business Development Officer | Cumberland Trust
United States
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.
Shelly Donaldson
Work Experience
Vice President, Business Development Officer at
Cumberland Trust
April 2021 - Present
Attorney at
Cohen Pollock Merlin Turner, P.C.
July 2017 - July 2020
Founder, Estate Planning & Tax Attorney at
The Donaldson Law Firm
December 2014 - June 2017
Estate Planning & Tax Attorney at
LEFKOFF, DUNCAN, GRIMES, MCSWAIN & HASS, PC
October 2008 - December 2014
Tax Associate at
Morris, Manning & Martin, LLP
March 2004 - June 2008
Technology Consultant at
Deloitte Consulting
October 1998 - December 2000
Shelly Donaldson
Education
University of Florida - Fredric G. Levin College of Law, Jd
January 2001 - January 2003
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
**********@cumberlandtrust.com
Colleagues
VP of Operations and Manager of Asset Transfer
Chief Information Officer
VP and Trust Tax Officer
Chief Development Officer and Executive Director of Regional Markets
Vp/Compliance Officer
VP, Texas Development Officer
Vice President
Senior Vice President
SVP and Managing Director, Business Development
Sr. VP and Chief Compliance Officer