Donn has been with Peak Trust Company as Chief Compliance Officer since 2011 and the financial services industry since 1981. Donn brings broad experience with IT back-office systems integration, transaction monitoring, and business process engineering to the CCO role. His primary responsibility is focused on the continuous development and oversight of the Company’s regulatory and fiduciary best practices compliance program, reporting directly to the Board of Directors’ Audit Committee.
Before joining Peak Trust Company, Donn served as CIO for a Pacific Northwest brokerage firm. He was an entrepreneur founding his own systems integration firm providing document imaging, CRM, and business intelligence programs to financial services, medical, and government business. He is a key member of the Fiduciary Investment Management Association (FIRMA) where he leads a peer group roundtable and delivers training sessions at annual FIRMA conferences. Donn holds the Certified Fiduciary Risk Investment Specialist (CFIRS) designation from Cannon Financial School.
President & CEO
Chief Fiduciary Officer & Chief Operating Officer
Founder & Chairman of the Board
General Counsel, Director
Chief Investment Officer
Chief Compliance Officer
Operations Officer
Executive Officer
Sr. Trust Officer
Trust Officer, Head of Nevada Office
Trust Officer
Trust Officer
Trust Officer
Associate Trust Officer
Associate Trust Officer
Associate Trust Officer
Business Development Officer
Alaska Operations Manager
Nevada Operations Manager
Nevada Fiduciary Operations Specialist
Investment Relationship Officer
Tax Officer
People Development Coordinator
Marketing Coordinator
Compliance & IT Specialist
Senior Trust Assistant
Trust Assistant
Trust Assistant
Accounts Payable & Receivable Specialist
Operations Assistant
Operations Assistant
Alaska Front Desk Receptionist
Trust Assistant
Trust Assistant, Delaware Front Desk Receptionist
Nevada Front Desk Receptionist
Executive Assistant