Experience
Donna offers a wealth of knowledge and experience in the financial services
industry and possesses over 17 years of progressive experience. Prior
to establishing Greenstone Financial Group, Donna began her career at Citizens
Bank in the Corporate Training Division and managed the Branch Investment
Program for Citizens Investment Services. Donna serves as the Principal of the Firm and is responsible for managing all compliance and regulatory issues. She is committed to
providing each Greenstone Financial Group client with individualized service,
and she welcomes your comments. Please contact Donna directly at: donna@greenstonefinancialgroup.com or
at (603) 766-1997.
Education
- University of New Hampshire, Durham, NH, B.A. English 1989
- Whittemore School of Business and Economics, MBA Program
Qualifications
- Series 7: General Securities Representative
- Series 6: Investment Company/Variable Contracts Limited Representative
- Series 24: General Securities Principal
- Series 26: Investment Company Principal
- Series 63: Uniform Securities Agent
- Series 65: Uniform Investment Advisor
- Series 65: Registered Investment Advisor
- Series 51, Municipal Fund Securities Limited Principal
Greenstone Financial Group, LLC, NH, Telephone: 603-766-1997, Toll Free: 877-766-1997 Securities and Advisory Services Offered through NEXT Financial Group, Inc. Member FINRA / SIPC To view NEXT Financial Group's privacy policy and other important information, visit the "Clients" section of www.nextfinancial.com
Greenstone Financial Group, LLC is not an affiliate of NEXT Financial Group, Inc. Privacy Policy
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