Donna Makey
Account Director at Wealth Wizards- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Steve Burke
Donna was a pleasure to work with, positive, committed, hard working and fun. Donna was able to work with people at all levels with ease and had a real passion for working with and supporting our advisory firms optimise their use of their technology.
Peter Coleman
It's all too easy to write a bland recommendation on LinkedIn about someone you worked with, but getting over the essence of the value someone had to you is harder. I was introduced to Donna through a trusted former and, at that time, current colleague ... the fact she was a recommendation says a lot in itself! At interview, Donna was candid and clear about what she was good at, and had appropriate humility about what she wanted to improve about herself. In the event, she needn't have been quite so humble because she was fundamentally excellent at her job, she made her clients feel at ease, she took pressure extremely well whilst having a convincing veneer always of being calm. She was professional, organised, worked with alacrity and was faultless in her execution. She had an experience with an extremely challenging client during our time together and it's the professional way she handled that which really stands out to me. Personally, I found her an absolute pleasure to work with, she put up with all of my foibles, and always retained a great sense of humour. She was popular with her colleagues and many friends she had at work. I wouldn't hesitate to work with her again.
Steve Burke
Donna was a pleasure to work with, positive, committed, hard working and fun. Donna was able to work with people at all levels with ease and had a real passion for working with and supporting our advisory firms optimise their use of their technology.
Peter Coleman
It's all too easy to write a bland recommendation on LinkedIn about someone you worked with, but getting over the essence of the value someone had to you is harder. I was introduced to Donna through a trusted former and, at that time, current colleague ... the fact she was a recommendation says a lot in itself! At interview, Donna was candid and clear about what she was good at, and had appropriate humility about what she wanted to improve about herself. In the event, she needn't have been quite so humble because she was fundamentally excellent at her job, she made her clients feel at ease, she took pressure extremely well whilst having a convincing veneer always of being calm. She was professional, organised, worked with alacrity and was faultless in her execution. She had an experience with an extremely challenging client during our time together and it's the professional way she handled that which really stands out to me. Personally, I found her an absolute pleasure to work with, she put up with all of my foibles, and always retained a great sense of humour. She was popular with her colleagues and many friends she had at work. I wouldn't hesitate to work with her again.
Steve Burke
Donna was a pleasure to work with, positive, committed, hard working and fun. Donna was able to work with people at all levels with ease and had a real passion for working with and supporting our advisory firms optimise their use of their technology.
Peter Coleman
It's all too easy to write a bland recommendation on LinkedIn about someone you worked with, but getting over the essence of the value someone had to you is harder. I was introduced to Donna through a trusted former and, at that time, current colleague ... the fact she was a recommendation says a lot in itself! At interview, Donna was candid and clear about what she was good at, and had appropriate humility about what she wanted to improve about herself. In the event, she needn't have been quite so humble because she was fundamentally excellent at her job, she made her clients feel at ease, she took pressure extremely well whilst having a convincing veneer always of being calm. She was professional, organised, worked with alacrity and was faultless in her execution. She had an experience with an extremely challenging client during our time together and it's the professional way she handled that which really stands out to me. Personally, I found her an absolute pleasure to work with, she put up with all of my foibles, and always retained a great sense of humour. She was popular with her colleagues and many friends she had at work. I wouldn't hesitate to work with her again.
Steve Burke
Donna was a pleasure to work with, positive, committed, hard working and fun. Donna was able to work with people at all levels with ease and had a real passion for working with and supporting our advisory firms optimise their use of their technology.
Peter Coleman
It's all too easy to write a bland recommendation on LinkedIn about someone you worked with, but getting over the essence of the value someone had to you is harder. I was introduced to Donna through a trusted former and, at that time, current colleague ... the fact she was a recommendation says a lot in itself! At interview, Donna was candid and clear about what she was good at, and had appropriate humility about what she wanted to improve about herself. In the event, she needn't have been quite so humble because she was fundamentally excellent at her job, she made her clients feel at ease, she took pressure extremely well whilst having a convincing veneer always of being calm. She was professional, organised, worked with alacrity and was faultless in her execution. She had an experience with an extremely challenging client during our time together and it's the professional way she handled that which really stands out to me. Personally, I found her an absolute pleasure to work with, she put up with all of my foibles, and always retained a great sense of humour. She was popular with her colleagues and many friends she had at work. I wouldn't hesitate to work with her again.
Experience
-
Wealth Wizards
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Account Director
-
Nov 2019 - Present
Responsible for the successful implementation of Turo Technology to provide automated and guidance advice to new and existing customers. Managing each project and working alongside the WW engineers, product managers and sales team to embed new customers onto the Turo Platform. Managing the WW support team to deliver an excellent service to our customers. Responsible for the successful implementation of Turo Technology to provide automated and guidance advice to new and existing customers. Managing each project and working alongside the WW engineers, product managers and sales team to embed new customers onto the Turo Platform. Managing the WW support team to deliver an excellent service to our customers.
-
-
-
Quilter
-
United Kingdom
-
Financial Services
-
700 & Above Employee
-
Training & Implementation Manager
-
Apr 2013 - Oct 2019
During my time with Quilter I worked in a variety of roles which all involved implementing financial technology within the network. Working with Advisers, administrators and head office to increase adoption across the Intelligent Office and Xplan technology used by the network. During my time with Quilter I worked in a variety of roles which all involved implementing financial technology within the network. Working with Advisers, administrators and head office to increase adoption across the Intelligent Office and Xplan technology used by the network.
-
-
-
eValue FE
-
Hull/Newbury
-
Client Services
-
Aug 2012 - Apr 2013
As part of my role working within the Client Services Team at eValue FE I support the delivery of training to our clients. I help deliver training on the Advisa Centa tools and as part of my role I actively promote these tools to potential new clients. I also work alongside our key accounts in an account management capacity, seeking feedback and working with the key accounts to ensure the client remains happy with the eValue services and products . As part of my role working within the Client Services Team at eValue FE I support the delivery of training to our clients. I help deliver training on the Advisa Centa tools and as part of my role I actively promote these tools to potential new clients. I also work alongside our key accounts in an account management capacity, seeking feedback and working with the key accounts to ensure the client remains happy with the eValue services and products .
-
-
-
Honister Capital
-
Financial Services
-
1 - 100 Employee
-
Intelligent Office Implementation Team Manager
-
2008 - Aug 2012
Responsible for the management of the IO Team and relationship with the software supplier Intelliflo.Responsible for the delivery of onsite and online training sessions to IFA’s, their administrative staff and company employees. Ensuring all parties receive regular training around the Intelligent Office application.Test, deliver and communicate new enhancements on the system.Consult with clients, understand their business and set objectives to implement the solution.
-
-
Regional Customer Service Manager
-
Mar 2007 - Jul 2008
Responsible for managing a team of 11 Customer Service Co-ordinators Regular contact with IFA’s and administrators across the region, dealing with feedback, issues and the responsibility of delivering communications.
-
-
Sales Support Administrator
-
Nov 2006 - Mar 2007
Senior Administrator in one of largest companies branches. Supporting advisers by processing their business accurately and efficiently.Responsible for managing the day to day running of the office, re-evaluating processes to ensure optimum use of resources. Implemented new process for submitting Business Applications. Part of the team who rolled out the procedure to all branches. Trained other members of Sales Support and acted as a point of contact for all queries.
-
-
Team Leader
-
Aug 2004 - Nov 2006
I originally joined the company as a member of the Business Chasing Team then quickly progressed to Team Leader position within the same department.After 3 months I was selected to take on the team leader role in the IMP team. I took on the responsibility of turning around a team of individuals who previously had not been productive. The introduction of staff incentive schemes, monthly one to ones, team building exercises and regular meetings all helped improve staff moral and encourage teamwork.Monitored productivity and accuracy within both teams. Show less
-
-
Education
-
1999 - 2002
The University of Central Lancashire
Bachelor English Literature with Business, English Literature and Business Studies -
1991 - 1998
Withernsea High School
A levels
Community
