Sr. Operations & Transformation Leader, Managing Director
Donna is the Senior Operations & Transformation Leader at MAI.
Donna’s focus at MAI is to position the operations systems, processes, and teams for the next generation of the firm. Donna has over 20 years of experience in the financial services industry, specializing in operations.
Prior to joining MAI in 2022, Donna was a Senior Manager in Investment Operations at PNC where she focused on continuous improvement, internal and external customer service, workflow automation, and process enhancements. Prior to PNC, Donna gained experience working at Key Investment Services, Comprehensive Wealth Management, LLC, and Morgan Stanley.
Donna attended the University of Arizona where she received a Bachelor of Science in Business Administration, majoring in Economics and Finance.