Dorine Beverly Sanchez

Dorine Beverly Sanchez

Direttore operativo presso REDW Wealth LLC

Finance
Consumer Services

Profilo

Ms. Dorine B.
Sanchez is a Senior Portfolio Manager & Director of Operations at REDW Wealth LLC.
Since joining REDW Wealth in 2003, she has provided investment analysis, portfolio management, trading, operations support and wealth management services for a wide range of clients.
Her current responsibilities as Senior Portfolio Manager include analyzing and monitoring portfolios for current and potential clients as well as analyzing and recommending strategies for portfolios.
In her role as Director of Operations, she has oversight of all daily account activity for all REDW Wealth clients.
She is also a voting member of the REDW Wealth Investment Committee.
She received her undergraduate degree from Adams State College (Colorado).
She is a CERTIFIED FINANCIAL PLANNER professional and Accredited Investment Fiduciary.
She is also a graduate of the Leadership Albuquerque Class of 2015.

Posizioni attive di Dorine Beverly Sanchez

SocietàPosizioneInizio
Direttore operativo 01/01/2014
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Formazione di Dorine Beverly Sanchez

Adams State College (Colorado) Undergraduate Degree

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