Donna A. Oliva Greco
** ********* ***** *-****: ***********@*******.***
Plymouth, Massachusetts 02360 Cell: 339-***-**** Personable and approachable. Enjoy helping people. Task-oriented problem solver who gets things done. Proficient with Microsoft Office software. Hobbies include golfing, spending time at the beach, gardening, and doing crafts. Volunteer Experience
2023 – present Massachusetts National Cemetery Bourne, MA Resting site for over 79,000 veterans and their spouses, including my parents. Office Administrative Assistant
• Support families arriving at cemetery for services or general visits.
• Collect burial marker information from next-of-kin.
• Assist funeral directors in coordinating upcoming services.
• Assist service branches in arranging their efforts at funeral services.
• Assist all office personnel as needed, including performing special projects. 2005-2015 Caretaker South Yarmouth, MA
Sole caretaker for both parents until their deaths in 2009, 2015 Work Experience
2009-2012 Wells Fargo & Company Barnstable, MA
Fiduciary Administrator, Trust Division
1998-2005 FleetBoston Financial Boston, MA & Providence, RI Regional Fiduciary Trust Manager, Trust Division
1992-1998 Boston Financial Data Services Quincy, MA Group Leader, Mutual Funds Quality Analysts
1985-1992 The First National Bank of Boston Boston, MA Trust Officer
• Managed as many as 20-60 people in multiple positions.
• Performed daily trust services on behalf of high net worth client families with assets under management valued at up to $250 million. Services included distribution of funds in accordance with legal trust documents.
• Regularly conducted legal review of trust documents to ensure trusts were properly administered.
Donna A. Oliva Greco Page 2
Work Experience (continued)
• Participated in monthly investment review meetings with Investment Officer and Tax Officer.
• Engaged in quarterly compliance reviews with senior executives. Gave periodic compliance presentations to direct reports.
• Held semi-annual reviews with trust client families.
• Received 8 promotions.
Education
Williams College Williamstown, MA
Trust administration summer coursework (multiple years) Cape Cod Community College Barnstable, MA
A.S. Business Management
Notre Dame Academy Hingham, MA
High School diploma