As operations specialist, Donna oversees client-focused areas including setting up new accounts, 401(k) setups and rollovers, money management and movement, and a variety of client services. She is also responsible for accounts payable as well as general office management and administration.
Although she is new to this industry, Donna brings a wealth of experience and skills from other industries that make her an excellent addition to our team.
She joined the team with an extensive background in customer service and administrative management. She has over 25 years of experience in project management and working directly with both customers and professional colleagues to achieve company goals. In her previous position, she was the executive manager for a charter helicopter company, where she oversaw all day-to-day functions and was the company president’s personal assistant, managing his schedule and accounts. She holds an S Security Clearance.
Donna moved to Colorado in May 2020 from Texas. In her personal time, she loves hiking, watching sports of any kind and volunteering where she can. She has helped with the local Salvation Army, the Ronald McDonald House, and Meals on Wheels (which helps pets as well as people). A passionate animal advocate, Donna has volunteered at animal shelters and fostered terminally ill pets whose previous owners could no longer care for them. The only thing Donna loves more than helping others is spending quality time with her family and closest friends.