I’m interested in mentoring people from:

    Donna Cunningham

    Wilmington, Delaware

    Assistant Vice President - OSJ Manager and Principal

    WSFS Bank - WSFS Wealth Investments - Commonwealth Financial Network

    Specialties

    check markAuditing & Compliance

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    check markRisk & Quantitative Analysis

    Ask Me About

    40 Act
    Audit
    Compliance
    FINRA
    Management
    Operations
    Principal Review & Supervision
    Series 24
    Series 66
    Series 7
    Where I've Worked
    WSFS Bank - WSFS Wealth Investments logo

    Apr 2016 – Present

    Assistant Vice President - OSJ Manager and Principal

    WSFS Bank - WSFS Wealth Investments
    WSFS Bank - WSFS Wealth Investments - Commonwealth Financial Network logo

    Apr 2016 – Present

    Assistant Vice President - OSJ Manager and Principal

    WSFS Bank - WSFS Wealth Investments - Commonwealth Financial Network
    B

    Jul 2012 – Apr 2016

    Vice President and Manager - Regulatory Administration

    Bank of NY Mellon / Asset Servicing
    B

    Jul 2012 – Apr 2016

    Vice President and Manager - Regulatory Administration

    Bank of NY Mellon
    B

    May 2008 – Jul 2012

    Assistant Vice President - Sr. Implementation Manager - Implementation Group

    Bank of NY Mellon / Asset Servicing
    B

    May 2008 – Jul 2012

    Assistant Vice President - Sr. Implementation Manager

    Bank of NY Mellon
    H

    Dec 2003 – Apr 2008

    Supervisory Principal - Mid-Atlantic OSJ

    Hornor, Townsend & Kent, Inc. / Penn Mutual Life Insurance
    H

    Dec 2003 – Apr 2008

    Supervisory Principal

    Hornor, Townsend & Kent, Inc. / Penn Mutual Life Insurance
    1

    Jul 2002 – Nov 2003

    Sr. Compliance Analyst

    1717 Capital Management Company / Nationwide Insurance
    Nationwide Insurance logo

    Jul 2002 – Nov 2003

    Sr. Compliance Analyst

    Nationwide Insurance
    P

    Jul 1997 – Jul 2002

    Compliance Associate - Series

    PMG Capital Corporation
    I

    Jul 1997 – Jul 2002

    Compliance Associate - Series

    Investec PMG Capital
    Where I've Studied

    2011

    Masters, Business Administration

    Widener University

    1991

    Bachelors, Political Science/Public Administration

    West Chester University

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me