Donna Arles

Financial Operations Principal at WealthForge
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Richmond Region
Skills

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Credentials

  • Series 27
    FINRA

Experience

  • WealthForge
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Operations Principal
      • Apr 2016 - Present

      Serves as the CFO/FinOp for WealthForge Securities, LLC. Responsible for financial operations within the broker-dealer. Creates SEC financial statements. Submits Finra required filings. Reviews and approves broker commissions. Works with team to facilitate all aspects of broker-dealer operations.https://brokercheck.finra.org/individual/summary/6489389

    • Finance Associate
      • Mar 2014 - Mar 2016

      General accounting responsibilities including monthly closings, A/R, A/P. Office manager and H/R responsibilities including payroll, benefits, employee onboarding, facility operations.

  • Palette
    • Richmond, Virginia
    • Store Manager
      • May 2010 - Feb 2014

  • Remington Arms Company
    • United States
    • Sporting Goods Manufacturing
    • 500 - 600 Employee
    • Accounting & Finance
      • Jun 1994 - Jun 1996

  • DuPont
    • United States
    • Manufacturing
    • 700 & Above Employee
    • Accounting
      • Jun 1990 - Jun 1994

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