Donna Filips
About Donna Filips
Donna Filips is a Financial Representative currently working at Primerica in Atlanta, Georgia. She has a diverse background in financial services and customer relations, with previous roles at Equitable, Prudential Financial, and ABN Financial Group.
Work at Primerica
Currently, Donna Filips serves as a Financial Representative at Primerica, a position she has held since 2022. She operates remotely from Atlanta, Georgia. In her role, she focuses on providing financial advice and solutions to clients, leveraging her extensive background in finance and customer relations. Her experience enables her to assess customer situations effectively and respond with appropriate solutions.
Previous Experience in Financial Services
Before joining Primerica, Donna Filips worked at several financial institutions. She was a Financial Professional at Equitable for six months in 2021 in Cleveland, Ohio. Prior to that, she served as a Financial Advisor at Prudential Financial for 11 months in 2019-2020 in Mayfield Heights, Ohio. Additionally, she worked as a Family Protection Specialist at ABN Financial Group for 10 months in 2021 in Dayton, Ohio. These roles contributed to her expertise in financial advising and client relationship management.
Education and Expertise
Donna Filips holds a Bachelor’s Degree in Equine Stud Farm Management from Lake Erie College. She has also completed Master's level classes in Marketing, Sales, and Environmental Management at John Carroll University. Furthermore, she is pursuing a Certificate in Portfolio Management I & II at the New York Institute of Finance, which she began in 2020. This educational background supports her analytical and organizational skills in the financial sector.
Skills and Proficiencies
Donna Filips is proficient in various business tools, including Salesforce.com, Outlook, Word, Excel, and SAP. Her technical skills enhance her efficiency in managing client information and financial data. She is recognized for her problem-solving abilities and her commitment to establishing strong customer relationships, which has resulted in repeat business. Her organizational skills aid her in prioritizing tasks effectively.
Commitment to Diversity and Inclusion
Donna Filips demonstrates a strong commitment to diversity and inclusion in her financial advising practice. This commitment influences her approach to client interactions and service delivery, ensuring that she addresses the unique needs of a diverse clientele. Her focus on inclusivity reflects her understanding of the importance of representation in financial services.