Chief Operations Officer
Donald oversees customized deployments and product performance reporting. As product owner for Luma, he ensures the ongoing development of the platform, regular and timely feature enhancements and a progressive roadmap that delivers high value, market-leading capabilities to clients.
Donald previously worked for UBS Wealth Management. He specialized in providing clients with portfolio management and financial planning advice. Donald received a bachelor’s in business administration from the Fisher College of Business at The Ohio State University and currently maintains his Series 7 and 24 securities licenses.
Favorite Quote: “If you can believe it, the mind can achieve it.” – Ronnie Lott GO BACK
1. Q: What is something you can never find?
A: Something my wife asked for.
2. Q: What is one piece of technology you could not live without?
A: My Google Home
3. Q: What is something you do in your office when no one is looking?
A: Watch sports, especially the Detroit Tigers.
4. Q: What’s your favorite TV show?
A: Probably Seinfeld or The Office.