Donald Davret

President   516-234-5490

Name variants:
Don Davret, Donnie Davret, Donny Davret

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Contact Information

Last Update
Jul 12, 2022
Email
ma**@gmail.com
Location
Garden City, NY
Company

Workplace

NYSSA
Associate Member

New York, NY

Industry

Financial Services

Work History

Associate Member

New York, NY
from Aug 2011

Senior Account Executive ☎▶ 516-287-6704

My goal is to build a sound portfolio of investments based on the individual needs of each client, based on their income, current holdings, age, risk tolerance and tax status, among other co...
from Jul 2009

Board member

2004 — Dec 2010

Sr. Account Executive

Sep 2004 — Jul 2009

Sales and Account Supervision

2000 — 2002

Senior Loan Officer

1996 — 2002

Purchasing Manager

1980 — 1996

Occupations

Executive
Chairperson
Supporting Member
Accountant
Finance and Accounting Specialist
Sales Specialist
Senior Account Executive
Advisor
Agent
Sales Agent
Representative
Chief Executive
Team Member
Accounting Bookkeeper
Bookkeeper
Senior Customer Service Representative
Customer Service
Sales Representative

Skills

Investment Advisory Services
Fixed Income
Investments
Securities
Bonds
Portfolio Management
Capital Markets
Investment Banking
Stocks
Due Diligence
Structured Products
Municipal Bonds
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