Donna Sooy joined Cumberland Advisors in 1980. Through the years she has worked in many different areas including pricing and record keeping. She has held the position of Audit Department Manager and assisted in converting Cumberland’s back office to a computerized system. Today, in her position as Vice President, she is responsible for Cumberland’s New Accounts Department which includes communication with various custodians and brokerage firms, client service and preparation of new account documents.
|