Donna Bontempo has been affiliated with Summit Financial since November 2018, providing all aspects of administrative support to Robert Armstrong and his clients, learning the value of client care, ethical conduct, honesty and trust.
Donna has earned a BS from Excelsior College, Albany, NY and Doctor of Chiropractic degree from Life University, Marietta, GA.
She has most recently worked for 14 ½ years at UBS, a Swiss bank, starting as an administrative assistant and ending as an executive assistant to the managing director of Wealth Management Operations for the entire United States. She has held several positions over the years in operations, learning all aspects of brokerage and sales. She has over 25 years background in the securities industry, beginning in branch operations and advancing to an operations manager for 13 years for Kidder, Peabody and Paine Webber.
She is involved with several volunteer organizations including the NJ Food Bank, the Susan J. Komen Breast Cancer Organization serving on the North Jersey Grant Committee, SIFMA Foundation InvestWrite Project (Securities Industry and Financial Markets Association) and St. Peter’s Haven, Food Bank and Traditional Family Shelter in Clifton, NJ.