As a Senior Associate in the Capital Markets Department, John M. Donnelly brings over 20 years of industry experience to Phoenix Capital Group. Holding a BS degree in Agriculture Education and additional courses in Accounting, Corporate Finance, Principles of Finance, Statistics, and Business Management, John furthered his education with an MBA-level course in Management and Marketing. His professional education includes Series 6, 63, 26, 66, and 7 certifications, along with Life, Health, LTC, and disability insurance licenses.
Having grown up on a farm in Northern North Dakota where his great-grandfather homesteaded in 1890, he represents the fourth generation on the farm. His favorite part of the job is witnessing the excitement in new investors discovering the tremendous opportunities and helping them achieve financial goals that align with their family and personal needs.
Outside of work, John enjoys lifting weights, biking with his wife, joining friends for Bible study sessions, and volunteering in local food drives and church events. John’s contribution to Phoenix Capital Group is centered on providing opportunities by offering bonds to as many people as possible.