Patricia Donals

Operations Integrator / Project Manager

I am an operations leader with deep expertise in advisor‑team productivity, workflow optimization, and enterprise‑level process improvement within the wealth‑management environment. I specialize in elevating operational performance by standardizing procedures, strengthening system adoption, and guiding teams through organizational change. With extensive experience across Salesforce, Orion, Excel, and Microsoft 365, I drive strategic utilization of technology to enhance scalability, reduce risk, and support high‑quality client service. My work centers on diagnosing operational gaps, designing sustainable solutions, and partnering with advisors and senior leadership to execute initiatives that improve efficiency firm‑wide. I bring a disciplined, analytical approach, a commitment to cross‑functional alignment, and a focus on enabling advisor teams to operate at their highest level.