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Don Sweeny
Vice President at Designs By Clees
Seasoned executive with 49 years of experience in management, leadership, and financial planning.
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Location
Grosse Pointe, Michigan, United State...
Skills
- Financial Planning
- Management
- Marketing
- Leadership
Bio
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Topline AI
Don Sweeny is a seasoned executive with 49 years of experience in management, leadership, and financial planning. He has held senior roles at Designs by Clees, J.P. Morgan, and Johnson & ;Higgins, administering trusts, coordinating client meetings, and implementing investment programs. Don holds a Bachelor of Arts degree from Lafayette College.
Experience
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Vice President
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Vice President
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Jun 1975 - Present
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J.P. Morgan
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Grosse Pointe, Michigan
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Vice President and Senior Trust Administrator
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Jul 1984 - Jul 2012
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Grosse Pointe, Michigan
Administered revocable and testamentary trusts for accounts in excess of $5MM. Responsibilities included coordination of client meetings with family members, present and future beneficiaries, attorneys, financial planners, and accountants including discussion and revision of documents and imple...
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Account Executive
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Jun 1977 - Sep 1984
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Education
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1969 - 1973Lafayette College
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1967 - 1969
Cranbrook School
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Northwestern University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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