Donna brings over 25 years of experience in the financial services industry, with a diverse background spanning mortgage lending, retail banking, and wealth management. Throughout her career, she has developed a strong understanding of client service, regulatory processes, and operational efficiency across multiple areas of financial services.

Prior to joining the firm, Donna served as a Client Onboarding Specialist for a Registered Investment Advisor, where she was responsible for managing new client relationships, ensuring compliance with regulatory requirements, and streamlining account setup processes. Her experience in onboarding strengthened her attention to detail and deepened her knowledge of investment advisory operations.

Donna holds a Bachelor’s degree in Marketing and has earned her Salesforce Administrator Certification, further enhancing her ability to support data management, reporting, and system optimization. In her role as Trust Administrator, she leverages her extensive industry experience, client-focused approach, and technical expertise to provide comprehensive and reliable trust administration support.