Donna joined the Penflex team in December of 2007. She assists with drafting plan and trust documents, completing trust accounting, benefit calculations, DB valuations, DC reports and volunteer statements.

Donna graduated from St. John University’s College of Insurance in 1997 with a Bachelor’s Degree in Actuarial Science. She worked at Milliman USA in Manhattan until she moved to the Albany area in 2003. At Milliman she became knowledgeable in all aspects of Defined Benefit plan administration. From 2003 through 2007, Donna worked as a manager at BST Retirement Services specializing in Defined Contribution plans.