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Dave O'Donnell
Founder at The Patriot Financial Group Insurance Agency LLC
Profile
Mr. David M.
O'Donnell is a Founder & Financial Advisor at The Patriot Financial Group Insurance Agency LLC.
In addition to recruiting and managing the multi-faceted teams, he maintains and builds on the relationships between the Patriot Financial Group’s Hybrid Registered Investment Advisor (RIA), Securities America broker-dealer affiliation, and independent insurance and group product departments.
He received his undergraduate degree from St. John Fisher College.
Dave O'Donnell active positions
Companies | Position | Start |
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The Patriot Financial Group Insurance Agency LLC
![]() The Patriot Financial Group Insurance Agency LLC Investment ManagersFinance The Patriot Financial Group Insurance Agency LLC, dba The Patriot Financial Group (TPFG), is an independent registered investment adviser headquartered in Westborough, Massachusetts. The firm was founded by David M. O'Donnell in 2004. TPFG provides investment advice to individuals, small businesses and high net-worth individuals as well as pension and profit-sharing plans. | Founder | 01/04/2004 |
Training of Dave O'Donnell
St. John Fisher College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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The Patriot Financial Group Insurance Agency LLC
![]() The Patriot Financial Group Insurance Agency LLC Investment ManagersFinance The Patriot Financial Group Insurance Agency LLC, dba The Patriot Financial Group (TPFG), is an independent registered investment adviser headquartered in Westborough, Massachusetts. The firm was founded by David M. O'Donnell in 2004. TPFG provides investment advice to individuals, small businesses and high net-worth individuals as well as pension and profit-sharing plans. | Finance |
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