Donna is responsible for managing members of the Client Services team and for the administration of trust and investment management relationships. She works closely with other members of the team customizing services to meet each client’s unique needs. Donna also oversees the delivery of administrative services including reporting, cash transfers and security movement.
Prior to joining Chevy Chase Trust, Donna was an Assistant Vice President at Allfirst Trust Company, and before that with NationsBank. In her prior positions, she was responsible for the coordination of custody and investment management accounts. Donna has twenty-eight years of experience in the financial services industry and is a graduate of Mary Washington University.