Donna Wells
Director/Board Member at WALKER & DUNLOP, INC.
Net worth: 61 367 $ as of 2024-03-30
Profile
Donna C.
Wells founded Mindflash Technologies, Inc. in 1999, where she worked as President, Chief Executive Officer & Director from 2010 to 2017 and Valencia Ventures, LLC in 2017, where she is working as Chief Executive Officer from 2017.
Ms. Wells also currently works at Mitek Systems, Inc., as Independent Director from 2019, CrowdStreet, Inc., as Director from 2019, Walker & Dunlop, Inc., as Independent Director from 2021, Betterment Holdings, Inc., as Director from 2018, and Cwt Travel Holdings, Inc., as Director.
Ms. Wells also formerly worked at Boston Private Financial Holdings, Inc., as Independent Director from 2014 to 2018, eBay, Inc., as Director-Advertising, Product & Infrastructure, Boston Private Bank & Trust Co., as Director, AvePoint, Inc. (United States), as Director, Financial Women's Association, as Director, Happy Money, Inc., as Director, Apex Technology Acquisition Corp., as Independent Director from 2019 to 2021, Apex Technology Acquisition Corp.
II, as Independent Director, American Express Co., as Principal from 1989 to 1995, Intuit, Inc., as Chief Marketing Officer, Expedia Group, Inc., as Senior Vice President-Marketing in 2006, Charles Schwab & Co., Inc., as Vice President-Marketing in 2000, Mint Software, Inc., as Chief Marketing Officer from 2007 to 2009, Harris myCFO, Inc., as Chief Marketing Officer in 2001, and myCFO, Inc., as Chief Marketing Officer in 2001.
Ms. Wells received her Masters Business Admin degree from Stanford University and undergraduate degree from The Wharton School of the University of Pennsylvania.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
MITEK SYSTEMS, INC.
0.01% | 2023-11-01 | 3,141 ( 0.01% ) | 44 288 $ | 2024-03-30 |
WALKER & DUNLOP, INC.
0.00% | 2024-03-14 | 169 ( 0.00% ) | 17 079 $ | 2024-03-30 |
Donna Wells active positions
| Companies | Position | Start |
|---|---|---|
| MITEK SYSTEMS, INC. | Director/Board Member | 2019-11-03 |
| WALKER & DUNLOP, INC. | Director/Board Member | 2021-03-02 |
CrowdStreet, Inc.
 CrowdStreet, Inc. Investment ManagersFinance CrowdStreet, Inc. provides a crowd funding marketplace, which connects investors with institutional-grade real estate investments. It offers CrowdStreet, a cloud-based fundraising and investor relationship management platform that enables real estate operators, funds and private equity companies to raise capital and manage relationships with new and existing investors. The company was founded by Tore C. Steen and Darren Powderly in 2013 and is headquartered in Portland, OR. | Director/Board Member | 2018-12-31 |
| Valencia Ventures, LLC | Chief Executive Officer | 2016-12-31 |
Betterment Holdings, Inc.
 Betterment Holdings, Inc. Information Technology ServicesTechnology Services Betterment Holdings, Inc. provides financial, technology, trading, law, and marketing services. It offers financial planning, retirement, IRAS, Trusts, and tax loss harvesting. The company was founded by Eli David Broverman and Jonathan Babcock Stein in 2007 and is headquartered in New York, NY. | Director/Board Member | 2018-05-21 |
| Cwt Travel Holdings, Inc. | Director/Board Member | - |
Former positions of Donna Wells
| Companies | Position | End |
|---|---|---|
| APEX TECH | Director/Board Member | 2020-12-31 |
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Director/Board Member | 2018-02-15 |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | Director/Board Member | 2018-02-15 |
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Training of Donna Wells
| Stanford University | Masters Business Admin |
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 6 |
|---|---|
| AMERICAN EXPRESS COMPANY | Finance |
| MITEK SYSTEMS, INC. | Technology Services |
| INTUIT INC. | Technology Services |
| EBAY INC. | Retail Trade |
| EXPEDIA GROUP, INC. | Consumer Services |
| WALKER & DUNLOP, INC. | Finance |
| Private companies | 16 |
|---|---|
Boston Private Financial Holdings, Inc.
 Boston Private Financial Holdings, Inc. Regional BanksFinance Boston Private Financial Holdings, Inc. engages in the provision of banking services. It operates through the Private Banking; and Wealth Management and Trust segments. The Private Banking segment offers services to privately owned businesses, private partnerships, and non-profit organizations. The Wealth Management and Trust segment offers planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services to individuals, families, institutions, and nonprofit institutions. The company was founded on September 2, 1987 and is headquartered in Boston, MA. | Finance |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Finance |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Mint Software, Inc.
 Mint Software, Inc. Packaged SoftwareTechnology Services Mint Software, Inc. provides online money management services. It offers debt management, expense tracking, investment and budget management, mutual fund, IRA, and financial planning services. The company was founded by Thomas Aaron Patzer in 2005 and is headquartered in Mountain View, CA. | Technology Services |
CrowdStreet, Inc.
CrowdStreet, Inc. Investment ManagersFinance CrowdStreet, Inc. provides a crowd funding marketplace, which connects investors with institutional-grade real estate investments. It offers CrowdStreet, a cloud-based fundraising and investor relationship management platform that enables real estate operators, funds and private equity companies to raise capital and manage relationships with new and existing investors. The company was founded by Tore C. Steen and Darren Powderly in 2013 and is headquartered in Portland, OR. | Finance |
Harris myCFO, Inc.
 Harris myCFO, Inc. Investment ManagersFinance Harris myCFO, Inc. provides integrated financial services. They provide business and corporate clients with banking, lending, investing, financial planning, trust administration, portfolio management, family office and wealth-transfer services. The company was founded in 1999 and is headquartered in Chicago, IL. | Finance |
AvePoint, Inc. (United States)
 AvePoint, Inc. (United States) Packaged SoftwareTechnology Services AvePoint, Inc. engages in the provision of enterprise-class management, governance, and compliance software solutions for next-generation social collaboration platforms. The firm offers citizen services, backup and data protection, operations management and control, storage optimization and management, and governance automation. The company was founded by Xun Kai Gong and Tian Yi Jiang in 2001 and is headquartered in Jersey City, NJ. | Technology Services |
| Financial Women's Association | |
myCFO, Inc.
 myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Finance |
Happy Money, Inc.
 Happy Money, Inc. Miscellaneous Commercial ServicesCommercial Services Happy Money, Inc. provides online debt settlement services. It offers a free, web-based service that allows consumers to view all of their financial information in one place. The firm encourages users to set personal financial goals, and offers motivational strategies and rewards when they make progress. It also offers a social platform that helps users manage their way out of debt. The company was founded by Ralph S. Saunders III and Eden Warner in 2009 and is headquartered in Costa Mesa, CA. | Commercial Services |
Betterment Holdings, Inc.
Betterment Holdings, Inc. Information Technology ServicesTechnology Services Betterment Holdings, Inc. provides financial, technology, trading, law, and marketing services. It offers financial planning, retirement, IRAS, Trusts, and tax loss harvesting. The company was founded by Eli David Broverman and Jonathan Babcock Stein in 2007 and is headquartered in New York, NY. | Technology Services |
Mindflash Technologies, Inc.
 Mindflash Technologies, Inc. Internet Software/ServicesTechnology Services Mindflash Technologies, Inc. develops learning management solutions for employee and customer training. Its platform allows companies to share knowledge and train employees. The firm also offers learning courses that automotive product and service retailers can take. The company was founded by Donna C. Wells in 1999 and is headquartered in Palo Alto, CA. | Technology Services |
Apex Technology Acquisition Corp.
 Apex Technology Acquisition Corp. Financial ConglomeratesFinance Apex Technology Acquisition Corp. is a blank check company. The firm is formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. It intends to focus on search for prospects within the software and internet technology industries. The company was founded on April 5, 2019 and is headquartered in Burlingame, CA. | Finance |
| Valencia Ventures, LLC | |
Apex Technology Acquisition Corp. II
 Apex Technology Acquisition Corp. II Financial ConglomeratesFinance Apex Technology Acquisition Corp. II is a blank-check company. It aims to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on January 6, 2021 and is headquartered in Burlingame, CA. | Finance |
| Cwt Travel Holdings, Inc. |
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