Jeff Donlon, CFA

Senior Consultant, Business Optimization & Analytical Services at Catapult Solutions Group Inc
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Contact Information
us****@****om
(386) 825-5501
Location
Pittsford, New York, United States, US

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Credentials

  • CFA Institute Professional Learning Program
    CFA Institute
    Jan, 2022
    - Sep, 2024
  • Bloomberg Market Concepts Certification
    Bloomberg LP
    Mar, 2021
    - Sep, 2024
  • Certified Merger and Acquisition Advisor (CM&AA)
    Alliance of M&A Advisors
    Dec, 2020
    - Sep, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 2001
    - Sep, 2024

Experience

  • Catapult Solutions Group Inc
    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Senior Consultant, Business Optimization & Analytical Services
      • Oct 2020 - Present
  • SUNY Geneseo
    • United States
    • Higher Education
    • 700 & Above Employee
    • Interim Internship Director, School of Business
      • Sep 2022 - Present
  • Simon Business School, University of Rochester
    • United States
    • Higher Education
    • 100 - 200 Employee
    • Adjunct Instructor
      • Jan 2021 - Present
  • Manning & Napier
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Managing Director, Global Strategies Group
      • Oct 2015 - Dec 2019

    • Managing Director, Technology Equity Research / Senior Analyst
      • Mar 2003 - Oct 2015

    • Analyst, Consumer Sector
      • Oct 2001 - Mar 2003

    • Research Associate, Consumer Sector
      • May 2000 - Oct 2001

    • Research Assistant, International Equity Generalist
      • Nov 1998 - May 2000

  • Industrial Bank of Japan Trust Company
    • Investment Accountant, Master Custody Department
      • Oct 1997 - Nov 1998

Education

  • Fuqua School of Business, Duke University
    Master of Business Administration (M.B.A.)
    2003 - 2005
  • Canisius College
    Bachelor of Science (B.S.)
    1993 - 1997

Community

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