Director of Operations
United Capital, Hunt Valley
Direct Phone: 443.798.7363
Toll Free: 800.677.7887
Donna began her career in securities investment and management upon graduation from Northern High School in Baltimore, MD. She attended the Community Colleges of Baltimore and obtained a degree in Business Administration. She holds the designation of Certified Regulatory and Compliance Professional (CRCP) through the NASD Institute at Wharton School of Business, and is currently studying for a certification in Financial Planning through Villa Julie College.
Prior to joining the company, Donna held a number of roles including Chief Compliance Officer for PSA Financial Center, Inc., and Vice-President and Operations Manager for the Baltimore Branch of a regional stock brokerage and financial advisory firm. She brings many years of experience in various facets of the industry, including Compliance, Trading, Operations, Sales, and Training.