Donna Sunada – Experienced Customer Service Professional
A customer service and senior sales professional with more than 15 years of experience in the financial services industry, Donna Sunada has built enduring client relationships, created positive customer experiences, and driven teams to exceed challenging performance targets. Over the course of her career, she has consistently demonstrated deft management of complex projects, such as retaining high-value clients and coordinating the fulfillment of time-sensitive customer requests. In addition, Donna Sunada has repeatedly been selected by her clients to serve as their primary representative due to her practice of direct client communications characterized by proactive engagement and fast response times.
During her career, Ms. Sunada has directed a team that acquired over $2 million in revenue and $275 million in assets. She has also serviced more than 1,600 exclusive accounts worth $10.5 billion in collective assets.
Invested in the success of her colleagues, Ms. Sunada has developed training programs that empower team members to learn more quickly and achieve success in their areas of proficiency. Moreover, she has garnered recognition for her commitment to ethically sound practices and continues to seek opportunities to learn and engage individuals from diverse backgrounds.