Donna attended Katherine Gibbs school and graduated with her business degree in 1993.
She began her career as an administrative professional supporting a corporate sales group. Her career path lead her to Datatec Systems, Inc. first as a Staging Project Manager, than as an Operations Manager overseeing administrative support personnel in 10 locations. As her career evolved she became Director of Operations / Northeast Division.
Donna made a career change in 2001 to reduce her heavy travel schedule so that she could spend more time at home with her family. Prior to joining Heritage Investment Partners, LLP she was Office Manager for a mid-size Mortgage / Realty Company.
Donna is responsible for helping clients with their day to day administrative needs, assisting Heritage Partner’s with meeting preparation and day to day operations of the office.
Donna brings 16+ years of corporate and client service experience to our firm.