Donna Marie Cheswick
Voorzitter bij ICDP LLC
Profiel
Ms. Donna M.
Cheswick is a Financial Advisor at Medallion Wealth Management, Inc. With over 30 years of experience, she provides objective financial guidance and independent investment advice to individual and institutional investors.
She takes a personal approach to understand the financial goals and the lifestyle needs of each of her clients to provide full-service long-term financial solutions and to educate clients on the complexities of the financial world.
She received her degree in Management and Marketing from Duquesne University.
Actieve functies van Donna Marie Cheswick
| Bedrijven | Functie | Begin |
|---|---|---|
Medallion Wealth Management, Inc.
 Medallion Wealth Management, Inc. Investment ManagersFinance Medallion Wealth Management, Inc. (Medallion) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded in 2013 by Rick E. Pierchalski and Arthur F. Hazen, Jr. They were acquired by AssuredPartners, Inc. in 2021. Medallion manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, and employer-sponsored 401(k) and 403(b) plans. The firm also offers clients separately managed account solutions offered by various outside SEC registered money management firms. | Portefeuillebeheerder-Aandelen | - |
ICDP LLC
 ICDP LLC Miscellaneous Commercial ServicesCommercial Services ICDP LLC provides specialized training to accounting, financial, and legal professionals. The firm offers financial expertise and strategy, data collection and analysis and expert presenter and litigation support. It also engages in analyzing data and providing expertise on the financial issues of divorce. The company was founded in 1993 and is headquartered in Durham, NC. | Voorzitter | - |
Opleiding van Donna Marie Cheswick
| Duquesne University of The Holy Spirit | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Medallion Wealth Management, Inc.
Medallion Wealth Management, Inc. Investment ManagersFinance Medallion Wealth Management, Inc. (Medallion) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded in 2013 by Rick E. Pierchalski and Arthur F. Hazen, Jr. They were acquired by AssuredPartners, Inc. in 2021. Medallion manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, and employer-sponsored 401(k) and 403(b) plans. The firm also offers clients separately managed account solutions offered by various outside SEC registered money management firms. | Finance |
ICDP LLC
ICDP LLC Miscellaneous Commercial ServicesCommercial Services ICDP LLC provides specialized training to accounting, financial, and legal professionals. The firm offers financial expertise and strategy, data collection and analysis and expert presenter and litigation support. It also engages in analyzing data and providing expertise on the financial issues of divorce. The company was founded in 1993 and is headquartered in Durham, NC. | Commercial Services |
