Donna Arles
About Donna Arles
Donna Arles serves as the Chief Financial Officer and FINOP at WealthForge, having joined the company in 2014 with a diverse background in financial management across various company sizes, including Fortune 100 firms.
Donna Arles' Role at WealthForge
Donna Arles serves as the Chief Financial Officer (CFO) and FINOP at WealthForge. She joined the company in 2014, bringing with her extensive expertise in financial management. At WealthForge, she is responsible for overseeing financial operations and ensuring regulatory compliance, leveraging her deep knowledge in managing finances across diverse business environments.
Donna Arles' Financial Management Experience
Donna Arles has gained a broad range of financial management experience by working with a variety of companies, from small businesses to Fortune 100 firms. Her varied experience equips her with the skills needed to handle complex financial operations and implement effective financial strategies. Donna's diverse background allows her to address the financial needs and challenges of different types of organizations.
Donna Arles' Education
Donna Arles received her Bachelor's degree from Bucknell University. Her academic background provided her with the foundational knowledge required for her career in financial management. Bucknell University is recognized for its strong educational programs, which helped prepare Donna for the various roles she has undertaken in her professional journey.
Donna Arles' Professional Certification
Donna Arles holds a Series 27 license. This certification, essential for financial and operations professionals, underscores her qualifications and expertise in the financial industry. The Series 27 license allows her to take on the responsibilities related to the financial and operational activities of broker-dealers, further emphasizing her credentials as a FINOP.