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Donna Gorman

Donna Gorman

Operations Specialist & Client Service Associate (Insurance)

Donna joined Private Capital Group in October 2019 and has over 20 years experience in the financial industry. She has held a variety of positions in Compliance, Operations and Customer Service. Donna supports Gail, the Operations Manager, and is the Client Services Associates for our clients' insurance needs. 

Education and Affiliation:

  • B.A. from University of Connecticut
  • Paralegal Certificate - Bay Path University
  • Associate, Insurance Regulatory Compliance (AIRC)
  • Series 6, 26, 63

 

Get To Know Us Wednesday: Donna Gorman