Donna Saati

Experience

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  Putnam Investments

  Feb 2000 - Jun 2001

  Customer Service Representative/Financial Advisor Division

  Processed exchanges, purchases, transfers, and sales of Putnam Mutual Funds. Handled requests from financial advisors, brokers, clients, and shareholders from the United States, Canada, and Europe.

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  Massachusetts Extended Care Federation

  Sept 2001 - Feb 2002

  Legislative Analyst/Grassroots Campaign Coordinator

  Tracked legislation of interest to the Federation using Instatrac. Coordinated meetings between legislators and Federation members. Prepared legislative training seminar for Federation members.

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  MA House of Representatives

  Feb 2002 - Aug 2005

  Legislative Aide

  Authored proposed legislation. Handled filing and tracking of Representative’s Legislative matters. Analyzed and summarized proposed legislation. Advocated on behalf of constituents to various state and local agencies and executive offices. Drafted correspondence and press on behalf of the Representative. Interacted daily with public officials and state agency representatives.

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  NYL RPS

  Aug 2005 - Aug 2009

  ERISA Attorney

  Prepared and submitted plan documentation to the Internal Revenue Service for determination letters. Drafted and prepared plan documents and amendments, board votes, summary plan descriptions, summaries of material modifications, trust/custody agreements, and service agreement amendments. Provided technical support to NYL RPS ERISA consultants, defined contribution plan and defined benefit plan recordkeepers and other internal clients by researching complex ERISA issues/questions. Interacted daily with client service team members and upper management to ensure a high standard of client servicing. Show less

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  McDermott Will & Emery via Counsel on Call

  Jan 2011 - Feb 2011

  Contract Attorney at McDermott Will & Emery

  Reviewed electronically stored information for production and privilege for defense of patent infringement litigation. Responsible for identifying documents pertinent to present case and potential litigation claims.

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  Foley Hoag LLP via Beacon Hill Staffing

  Apr 2011 - Nov 2011

  Contract Attorney at Foley Hoag LLP

  Reviewed electronically stored information for production and privilege for defense of patent infringement litigation. Responsible for identifying documents pertinent to present case and potential litigation claims. Identified information to be used for deposition preparation of witnesses.

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  The Najjar Employment Law Group, PC

  Dec 2011 - Apr 2012

  Associate

  Practice comprised of employee benefits including qualified and non-qualified retirement plans, and §403(b) plans sponsored by non-profit and governmental organizations. Responsible for authoring correction plans and guiding clients through correction programs offered through the Internal Revenue Service and Department of Labor. Assisted the firm’s employment litigation practice by drafting motions, memoranda of law, objections, and demand letters.

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  Bankers Advisory - a CliftonLarsonAllen LLP Affiliate

  May 2012 - Jun 2014

  Regulatory Compliance Consultant
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  Enterprise Bank (Enterprise Bancorp)

  Aug 2014 - Apr 2022

  • Sr. Commercial Lending Compliance Reporting, Assistant Vice President

    Jun 2018 - Apr 2022

  • Compliance Senior, Bank Officer

    Aug 2014 - Apr 2022
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  Enterpise Bank (Enterprise Bancorp)

  Apr 2022 - now

  Sr. Commercial Lending Compliance Reporting Specialist, Vice President