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Donna Buyze

Senior Manager | MBA

dbuyze@berrydunnwm.com

As the Senior Manager of Investment and Insurance Services in BerryDunn Wealth Management, Donna plays an essential role in reviewing clients' investments and portfolios, preparing clients’ financial and retirement plans and assisting clients in navigating the insurance application and approval process.

Donna supports our Financial Advisors in assisting clients in the areas of investment research and analysis, portfolio reviews, asset allocation, financial plans, and insurance services. Prior to BerryDunn, Donna worked in the mutual fund industry for both Forum Financial and Citigroup, in mutual fund accounting and shareholder services. She was responsible for the operational aspects of transaction processing, recordkeeping, and reporting of information while verifying adherence to funds’ prospectus and compliance requirements.

As the Senior Manager of Investment and Insurance Services in BerryDunn Wealth Management, Donna plays an essential role in reviewing clients' investments and portfolios, preparing clients’ financial and retirement plans and assisting clients in navigating the insurance application and approval process.

Donna supports our Financial Advisors in assisting clients in the areas of investment research and analysis, portfolio reviews, asset allocation, financial plans, and insurance services. Prior to BerryDunn, Donna worked in the mutual fund industry for both Forum Financial and Citigroup, in mutual fund accounting and shareholder services. She was responsible for the operational aspects of transaction processing, recordkeeping, and reporting of information while verifying adherence to funds’ prospectus and compliance requirements.

Before Citigroup, Donna worked for almost 16 years as Marketing Manager at Emery Waterhouse, a hardware and building materials distributor. There, she was responsible for building and supporting vendor relationships with regard to product offerings, assortments, promotions and competitive pricing – the essential elements that support retailers’ sales and profitability as they compete in their local markets.

Related Services

Consulting

Business Advisory

News

EDUCATION

BA, Business Administration, Principia College

MBA, University of Southern Maine

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Certified Investment Management Analyst® (CIMA®)

Financial Industry Regulatory Authority (FINRA)

Series 7 License

Insurance License

CERTIFICATIONS

  • MBA

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