Catherine Lee Mcdonald

Current Employers

Employment History

• 07/2009 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 07/2011 → 09/2019
  Legend Advisory Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  White Plains, NY

Other Businesses

DAPPER MCDONALD CHARITABLE FOUNDATION POSITION: Board Member and President NATURE: Charity for ALS INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2016 ADDRESS: 11 Virginia Rd, White Plains NY 10603, United States DESCRIPTION: Help raise awareness of ALS and raise monies for ALS Residences. ALLEN M. BLOCK AGENCY INC POSITION: Broker business with firm. NATURE: Property and Casualty Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2011 ADDRESS: 24 SOUTH BROADWAY, Tarrytown NY 10591, United States DESCRIPTION: Broker P&C insurance for clients DAPPER MCDONALD MEMORIAL FOUNDATION POSITION: Board Member NATURE: Charity INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 210 N Central Ave #310, Hartsdale NY 10530, United States DESCRIPTION: Raise money for scholarships and award them from fund MISC LIFE/HEALTH/ANNUITY COMPANIES POSITION: Agent NATURE: Life Insurance and Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 07/01/2009 ADDRESS: 11 Virginia Rd, White Plains NY 10603, United States DESCRIPTION: Agent duties for life insurance policies and fixed annuities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-07-23