Donna Simonic
Manager at Stifel Financial Corp
Based in St Louis, United States
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Seniority
Manager
Department
General Business & Management
Location
St Louis
Industry
Financial Services
Company size
7.3K
Contact information
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d•••••••@stifel.com
Phone
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Background
About Donna Simonic
Degreed and licensed leader and motivator fostering collaboration and encouraging individual development while obtaining objectives. Self-motivated and result-oriented professional with extensive finance experience and a track record of successful project/product initiation, execution, and issue resolution. Having the opportunity to work in various divisions of a large corporation, have established a wide network of professional resources during career allowing me to develop expertise in many key functional areas. Sr. Product/Product Manager Email: donna.simonic@gmail.com ACCOMPLISHMENTS:* At Wells Fargo Advisors (WFA) oversaw multiple agile product teams responsible for Money Movement division, a key component of brokerage account servicing with over 25 million transactions annually.* Built and managed a team to support business operations for WFA Digital and Automated Investing, catering to over 1.2 million clients through 200 financial advisors.* Have effectively led various initiatives at WFA streamlining processes, enhancing client experiences, and improving operational efficiency across the firm.
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