Donna Hodge, MBA
dhodge@bdmpwm.com
Donna joined BDMP Wealth Management in 2005 and takes an essential role in reviewing client's investments and portfolios, preparing client's financial plans, and assisting client's in navigating the insurance application and approval process.
Prior to joining BDMP Wealth Management, Donna spent three years in the mutual fund industry with Forum Financial (later Citigroup), both in mutual fund accounting and shareholder services. There, she and her team were responsible for the operational aspects of transaction processing, record keeping, and reporting of information while verifying adherence to the funds' prospectus and compliance requirements.
Before Citigroup, Donna worked at Emery Waterhouse, a leading hardware and building materials distributor for 16 years. For much of that time, she assumed the role of Marketing Manager responsible for building and supporting vendor relationships with regard to product offerings, assortments, promotions and competitive pricing—the essential elements that support retailers' sales and profitability as they compete in their local markets.
Donna earned a BA in business administration from Principia College and an MBA from the University of Southern Maine in 2000. She holds Financial Industry Regulatory Authority (FINRA) Series 7 securities registration through Commonwealth Financial Network® and her insurance license.
She is an active member of First Baptist Church in Portland where she serves as assistant treasurer. Donna also served five years on the Board of Directors of a local crisis intervention and resource center.
