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Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly
Manage episode 244480374 series 92200
After working in corporate banking for 11 years, Megan Donnelly saw a need arise as she witnessed firsthand the fear and mistakes people made during the financial downturn in 2009. That need made her decide to start her own firm, Quabbin Advisors, and she joins the show today to share why she became so passionate about who she serves and how she serves them.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/225
386 episodes
Manage episode 244480374 series 92200
After working in corporate banking for 11 years, Megan Donnelly saw a need arise as she witnessed firsthand the fear and mistakes people made during the financial downturn in 2009. That need made her decide to start her own firm, Quabbin Advisors, and she joins the show today to share why she became so passionate about who she serves and how she serves them.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/225
386 episodes
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