Background
Wilson, Jackie Donna Lee was born on February 9, 1948 in Pittsburgh, Pennsylvania, United States. Daughter of Carl Leroy and Edna Mae Wilson.
- Photos
- Works
- Photos
- Works
Jackie Donna Lee Wilson
Edit Profilefinancial planner Insurance consultant
Jackie Donna Lee Wilson, American Financial planner, investment and insurance consultant. CFP. Volunteer public relations, Chldns. Liver Foundation, Inc., Pittsburgh, 1982; advisory board member Salvation Army, since 1998. Member National Hole-in-One Association, International Association for Finance Planning, Tarentum Sportsmen's Association.
Education
Bachelor, U. Pittsburgh, Pennsylvania, 1986; student, College for Finance Planning, 1990-1992.
Career
Assistant to assistant director, U. Pittsburgh KASC, Pittsburgh, Pennsylvania, 1966-1971; senior assistant, director planning, U. Pittsburgh Health Center, Pittsburgh, 1971-1972; senior administration assistant, vice chanc., U. Pittsburgh Health Science Center, Pittsburgh, 1972-1975; news representative, department public relations, U. Pittsburgh Health Science Center, Pittsburgh, 1975-1977; manager news bureau, department public relations, U. Pittsburgh Health Science Center, Pittsburgh, 1978-1984; vice president, Master Data Management Finance Superior vena cava syndrome, Pittsburgh, 1986-1994. Regional principal, firm regional investment advisor Cadaret Grant & Company Inc., Syracuse, New York, since 1986. President Valley Finance Center, Lower Burrell, Pennsylvania, since 1994.
Achievements
Membership
Volunteer public relations, Chldns. Liver Foundation, Inc., Pittsburgh, 1982. Advisory board member Salvation Army, since 1998.
Member National Hole-in-One Association, International Association for Finance Planning, Tarentum Sportsmen's Association.
