Don O’Fee
Regional Market Manager/Senior Business Consultant
Don brings with him a prestigious resume boasting more than four decades of experience in financial services leadership positions. Most recently, Don served for over 16 years as Senior Marketing and Regional Marketing Director, respectively, at Lincoln Financial Group. Other firms of note for which Don has shared his talent include Aim Management/Invesco, Pioneer Mutual Funds, Putnam Investments, and EF Hutton & Co. The immense level of expertise which Don brings to his position of Senior Transition Consultant will inform his interactions with advisors seeking to find their next firm partner with a particularly insightful and nuanced level of industry insight.
do*@*********************rs.com
561-208-8019
