Donna Portnoy

Donna received an Associate Degree in Early Childhood Special Education with a minor in Child Psychology from CUNY at Kingsborough, and a Bachelor’s Degree in Elementary Special Education with a major in Psychology from SUNY at New Paltz. She was a kindergarten teacher for a year before leaving to start my family.Fliegelman - Web - Images from Photo Shoot - Donna Portnoy - AU-9585

When Donna’s children started school she went back to work, spending 9 years with Western Suffolk BOCES. She left that job to help her husband build his business.

For 11 years, she was the Contracting and Licensing Supervisor for Innovative Planning Services, a Guardian agency. As the C&L Supervisor she had many responsibilities, which included helping people get state insurance licenses and FINRA state registrations, company appointments, as well as getting new hires appointed with Guardian.

Two years ago she joined the Strategic Wealth Advisors Network. As a SWAN team member she has the opportunity to work with some of the most knowledgeable and service orientated people in the financial industry and brings to the mix patience, people skills, and extensive knowledge of licensing.

As a SWAN team member, her responsibilities include running illustrations, ordering Attending Physicians Statements, as well as processing and tracking new business. Donna also sends out an informative weekly email through the direct connect system. Another of her responsibilities is arranging continuing education seminars and coordinating credits with the NY State Department of Financial Services.

Donna is happy to share her knowledge and experience of licensing with SWAN’s brokers and to advise them on how to become licensed in both their resident state, as well as non-resident states across the country. She can also help them to become appointed with the various companies SWAN represents.