CEO/ Lead Business Consultant
As your dedicated Business Consultant, Donnell is your single point of contact for your alternative financing and wealth management needs. With over 15 years of experience serving small business, commercial business, and Wealth Management clients.
Donnell will ensure all your requests and questions are handled promptly, thoroughly and to your complete satisfaction. Donnell has service clients’ previous roles in Small Business, Commercial, Private Banking, Wealth Management, and Middle Market.
He is committed to exceptional service.
Donnell is supported by a team of internal partners professionals and together they will provide the consistent and reliable service support you expect.