Donna David Email & Phone Number
Senior Trust Officer @ Bank of America Private Bank
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Donna David Location
- Hartford, CT, US
Donna David Work
- 2014 -now Senior Trust Officer @
- 2012 -2014 Chief Financial Officer and Chief Administrative Officer @
- 2004 -2011 Senior Gift Planning Officer @ Hartford Foundation for Public Giving
- now Tax Manager @
- 1990 -2004 Tax Manager @
Donna David Education
- University of Hartford
Masters of Science (Taxation)
2000 - The University of Connecticut
BS (Accounting)
1985-1989
Donna David Skills
- Estate Planning
- Tax
- Non-profits
- Strategic Financial Planning
- Accounting
- Estate Tax Planning
- High Net Worth Individuals
- Corporate Tax
- Private Foundations
- Philanthropy
- Charitable Trusts
- Tax Accounting
- Financial Reporting
- Tax Preparation
- Charitable Gift Planning
- Stewardship
- Planning Budgeting & Forecasting
- Financial Analysis
- P&L Management
- Fundraising
- Financial Advisory
- Volunteer Management
- Leadership
- Planned Giving
- Nonprofits
- Tax Law
- Retirement Planning
- Endowments
- Board Development
- Annual Giving
- Administrative Management
- Planning Budgeting
- High Net Worth
- Human Resources
- Lidership
- Logistics
- Education
- Negotiation
- Marketing
- Projects
- Non Profits
- Teamwork
- Public Relations
- Strategic Financial
- Organization
- Corporate Relations
- Planning Budgeting And Forecasting
- Administrative
Donna David Summary
- Donna David, based in Hartford, CT, US, is currently a Senior Trust Officer at Bank of America Private Bank. Donna David brings experience from previous roles at Community Foundation of Western Massachusetts, Hartford Foundation for Public Giving and Kostin Ruffkess & Company. Donna David holds a Masters of Science in Taxation @ University of Hartford. With a robust skill set that includes Estate Planning, Tax, Non-profits, Strategic Financial Planning, Accounting and more. Donna David has 3 emails and 1 mobile phone numbers on RocketReach.
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