Donna Arles

Financial Operations Principal at FundRoom

Donna Arles has a long history of experience in accounting and finance. Donna began their career in 1990 working as an Accountant at DuPont. Donna then moved to Remington Arms Company in 1994, where they held an Accounting & Finance role. In 2010, they were hired as a Store Manager at Palette. Finally, in 2014, they joined WealthForge as a Financial Operations Principal and Finance Associate. In this role, they serve as the CFO/FinOp for the broker-dealer, creating SEC financial statements and performing general accounting responsibilities, office management, and H/R duties.

Donna Arles attended Bucknell University from 1986 to 1990, where they obtained a BSBA in Accounting. Donna also holds a Series 27 certification from FINRA.

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