Donna Szollosi
About Donna Szollosi
Donna Szollosi is a Relationship Management Associate in Investment Management at First Western Trust, where she has worked since 2013. She specializes in enhancing client care and advocacy through process implementation and has a background in finance and economics.
Work at First Western Trust
Donna Szollosi has been employed at First Western Trust since 2013, serving as a Relationship Management Associate in the Investment Management division. In this role, she is responsible for creating and implementing processes and systems that enhance client care and advocacy. Her work includes developing and implementing portfolio management reports and presentation materials, contributing to the overall client experience and satisfaction.
Previous Experience in Finance
Before joining First Western Trust, Donna Szollosi held several positions in the finance sector. She worked as a Retirement Account Assistant at Jocelyn Pension Consulting, LLC from 2011 to 2013. Prior to that, she was a Client Associate at Laird Norton Wealth Management from 2006 to 2008 and served as an Investment Research Analyst at Crestone Capital Advisors from 1998 to 2004. These roles provided her with a diverse background in client relations and investment analysis.
Education in Finance and Economics
Donna Szollosi studied at San Jose State University, where she earned a Bachelor of Science (BS) degree in Finance and Economics. This educational background has equipped her with the foundational knowledge necessary for her roles in investment management and client relations.
Compliance and Account Administration
In her current position, Donna engages in periodic compliance reviews as part of her account administration duties. This aspect of her role ensures that client accounts adhere to regulatory standards and internal policies, contributing to the integrity of the investment management process.