Donna joined CJM in February 2016. As the Director of Client Experience, she is responsible for ensuring our family of clients all receive exceptional service, and is always happy to answer any questions they may have regarding their accounts or personalized financial plan.
Q: Do you have any Awards, Honors or Credentials?
A: I have obtained by Series 6, 7, 63 and NYS Life, Accident and Health insurance licenses.
Q: Have you always worked in the financial industry?
A: My career in the financial industry began in 2001. Prior to joining CJM, I worked in the banking industry as a personal banker, and then as an Associate Wealth Management Advisor at Northwestern Mutual.
Q: What about your role at CJM do you enjoy the most?
A: The relationships we build with our clients, and helping them achieve their financial goals is very rewarding. We also have a really great team at CJM. It’s a family atmosphere and we all work very well together.
Q: What are some of your hobbies?
A: I enjoy going to the beach, boating, and spending time with my family, and my dog, Angel.
Q: What would you do if you won the lottery?
A: Definitely give back to the community by donating to charities like the American Cancer Society. I would also make sure my family was taken care of, and would like do some travelling through Europe.
Q: What’s your favorite quote?
A: “You need to believe in yourself and what you do. Be tenacious and genuine.” – Christian Louboutin