Donna L. Skuncik
Infinex Investment Representative
South Shore Bank
Donna joined the bank in 2016 with a focus on client care. She takes a proactive approach in getting to know each client to better assist with overall client account management. Some of her many responsibilities include: scheduling and preparing for client reviews, coordinating important account set-up and maintenance activities and ensuring all client-specific needs are addressed and handled in a timely manner.
Donna has considerable experience in the financial services industry. Prior to joining the team, she worked for Putnam Investments and BNY Mellon. Her knowledge and industry experience enable her to directly respond to and resolve a wide variety of client inquiries. One of our goals at the Investment Center at South Shore Bank is to provide an exceptional customer service experience, and Donna is instrumental in helping us reach that goal. Donna is an Infinex Investment Representative and holds an insurance license along with FINRA Series 7 & 63 registrations (held with Infinex Financial Group). Donna received her Bachelor’s degree from Suffolk University.
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Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. The Investment Center at South Shore Bank is a trade name of the Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.