Donna is the Chief Compliance Officer with Signature Wealth Management Partners, LLC. Donna has over 30 years of experience in the financial services industry, with a background in administration, marketing, technology and project management. In addition to overseeing firm compliance, Donna manages office administration, works closely with Greg and Betty on practice management, client experience, process improvement and office projects.
Donna maintains a Series 7 and Series 63 registration. In addition, Donna holds an Associate Degree in Business Administration, as well as a Certification in Project Management.
Donna and her family reside in Monroe, New York. Outside the office, Donna enjoys spending time with family and friends.