Donna L. Ward

Donna serves as a Client Relationship Manager, providing support to the Wealth Management Group in managing and strengthening client relationships. She works closely with Financial Advisors across client service and operations, helping maintain client accounts and deliver a high level of service through effective communication, attention to detail, and thoughtful execution.

With more than 20 years of experience in banking and finance, Donna previously served as a Compliance Manager at Cary Street Partners. Her background in compliance and understanding of firm operations complement her current role, allowing her to support advisors and provide attentive service to clients.

Experience:

• Compliance Manager, Cary Street Partners
• Senior Operations Specialist, Thompson, Siegel & Walmsley

Education/Certifications:

• Cayuga County Community College, Business Administration/Management