Donna M. Blamberg IACCP®
Donna Blamberg is the Senior Director of Client Service/Operations and the Chief Compliance Officer, based in Heck Capital's Rhinelander office. Donna began her investment career in 1994. Donna passed her Series 65, Uniform Investment Adviser Law Examination and also holds the IAACP - Investment Advisor Certified Compliance Professional - designation.
Prior to Heck Capital Advisors, Donna worked for a Wall Street firm for 13 years performing several different functions from client service, operations and compliance.
Donna’s primary responsibilities include overseeing the Client Service team and working closely with the Advisors to facilitate client satisfaction. Donna also oversees Heck Capital's operating procedures and manages Compliance to help the firm meet their regulatory obligations. Donna serves on Heck Capital's Executive Board.
Donna resides in Rhinelander, WI with her husband, Scott, and 2 dogs. She serves as the Treasurer on the Hodag Sno-Trails board for Oneida County, which has built and maintained over 140 miles of scenic and adventurous trails for snowmobiling. Donna enjoys spending time with family and friends and outdoor activities such as snowmobiling, camping and boating.
Heck Capital Advisors Start Date:
2007
Fun Fact:
I have two exotic birds that I hand dropper fed as babies. One is an Amazon and the other is a Catalina Macaw. They can live upwards of 60 years.
What do you enjoy most about working at Heck Capital Advisors?
I especially enjoy the interaction with our clients and helping them with their needs. We are in a unique position to impact the financial success of our clients and helping our clients achieve their goals is extremely gratifying.
What does outstanding client service mean to you?
Outstanding client service means listening and really knowing your clients’ needs and wants. I am dedicated to making all of our clients feel important and appreciated as we value every relationship at Heck Capital Advisors.