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 on RocketReach.
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