Geoff O'Donnell’s Email & Phone

Geoff O'Donnell Contact Details

Location:
Cornelius, North Carolina
Work:
President @ The Exodus Group
Youth Sports Coach @ Volunteer
Head Football Coach @ SouthLake Christian Academy
Education:
B.A. History, Minor in Economics @ Dickinson College
About:

-Engage high net worth clients with simple to complex financial situations in the True Wealth financial planning process, covering topics such as investment planning, accumulation and cash flow (retirement) planning. -Reviewing client's data to verify/understand client's goals and objectives, taking all assets into consideration; developing a thorough understanding of each client's financial situation and tolerance for market 

Looking for a different Geoff O'Donnell?

Get an email address for anyone on LinkedIn with the ContactOut Chrome extension
Install the extension - it's free!

ContactOut is used by
76% of Fortune 500 companies

Similar Profiles to Geoff O'Donnell

Recruiters looking for Geoff O'Donnell also viewed
  • No profiles to display.
Most popular profiles
Related profiles
  • No profiles to display.