Donna L. Sooy
Profile
Ms. Donna L.
Sooy is Vice President-New Accounts at Cumberland Advisors, Inc. She is responsible for Cumberland’s New Accounts Department which includes communication with various custodians and brokerage firms, client service and preparation of new account documents.
Former positions of Donna L. Sooy
| Companies | Position | End |
|---|---|---|
Cumberland Advisors, Inc.
 Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida (with a branch office in Vineland, New Jersey). The firm was founded by David R. Kotok in 1973. Cumberland Advisors provides investment advisory services to high net worth individuals, institutions, investment companies, public and corporate retirement plans, corporations, foundations and government entities (direct clients as well as managed money through financial advisors). | Corporate Officer/Principal | - |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Cumberland Advisors, Inc.
Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida (with a branch office in Vineland, New Jersey). The firm was founded by David R. Kotok in 1973. Cumberland Advisors provides investment advisory services to high net worth individuals, institutions, investment companies, public and corporate retirement plans, corporations, foundations and government entities (direct clients as well as managed money through financial advisors). | Finance |
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- Donna L. Sooy
