Donna Cunningham Email & Phone Number
SVP, Director of Wealth Risk and Compliance @ WSFS Bank
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Donna Cunningham Location
- Wilmington, DE, US
Donna Cunningham Work
- 2023 -now SVP, Director of Wealth Risk and Compliance @
- 2016 -now Vice President, Chief Compliance and Administrative Officer-WSFS Wealth Investments @
- 2012 -2016 Vice President and Manager @
- 2008 -2012 AVP - Senior Implementation Manager - Pershing Managed Accounts @
- 2003 -2008 Supervisory Principal @
- 2002 -2003 Senior Compliance Analyst @
- 1997 -2002 Compliance Associate @ Investec PMG Capital (formerly Pennsylvania Merchant Group)
Donna Cunningham Education
- Widener University
Masters Degree (Masters of Business Administration)
2009-2011 - West Chester University of Pennsylvania
Bachelor of Arts (Political Science / Public Administration)
1987-1991
Donna Cunningham Skills
- Value Propositions
- Skill Development
- Management
- Leadership
- Knowledge Acquisition
- Presentation Skills
- Decision-Making
- Key Performance Indicators
- Daily Operations
- Communication
- Analytical Skills
- Presentations
- Operations
- Regulatory Filings
- Regulatory Requirements
- Compliance
- Risk Management
- Mutual Funds
- Financial Services
- Investment Advisory
- Securities
- Investments
- Wealth Management
- Asset Management
- Financial Analysis
- Securities Regulation
- Alternative Investments
- Asset Managment
- Investment Management
- Regulatory Submissions
- Customer Relations
- Microsoft Office
- Customer Service
- Series 24
- FINRA
- Series 7
- Vendor Relations
- Written Communication
- Surveillance
- General Securities Principal
- Project Management
- 401(k) Retirement Savings Plans
- Capital Markets
- Portfolio Management
- Business Relationship Management
- Financial Planning
- Institutional Investments
- SEC Regulations
- Research
- Sales
- Series 63
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Donna Cunningham Summary
- Donna Cunningham, based in Wilmington, DE, US, is currently a SVP, Director of Wealth Risk and Compliance at WSFS Bank. Donna Cunningham brings experience from previous roles at WSFS Bank, Bank of New York Mellon - Asset Servicing - Regulatory Administration, BNY Mellon and Hornor Townsend & Kent. Donna Cunningham holds a 2009 - 2011 Masters Degree in Masters of Business Administration @ Widener University. With a robust skill set that includes Value Propositions, Skill Development, Management, Leadership, Knowledge Acquisition and more. Donna Cunningham has 2 emails and 2 mobile phone numbers on RocketReach.
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Top WSFS Bank Employees
Daniel Dyer
Member Board of Directors
Philadelphia, PA, US
Andrew Bianchino
Senior Vice President
Wilmington, DE, US
John Matarese
Vice President Commercial Lending
Wilmington, DE, US
Lisa Brubaker
EVP, Chief Human Resources Officer
Wilmington, DE, US
Rodger Levenson
EVP
Wilmington, DE, US
Patrick Best
Senior Vice President, Director of Talent Management
Wilmington, DE, US
Joe Kirk
VP, Website and Digital Marketing Manager
Wilmington, DE, US
Skip Schoenhals
Chairman
Wilmington, DE, US
Steve Kochie
SVP, Director of Wealth Client Management
Wilmington, DE, US
Michael Conklin
Executive Vice President & CHRO
Wilmington, DE, US
Brionna Denby
SVP-General Counsel
Wilmington, DE, US
Cara Coleman
Vice President, Benefits and HRIS Manager
Wilmington, DE, US
Lynn Hobson
Chief Marketing Officer
Philadelphia, PA, US
Michelle Burroughs
Senior Vice President & Chief Diversity Officer
Wilmington, DE, US
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