Patricia L. Doerksen
Corporate Officer/Principal presso Bellatore, Inc.
Profilo
Prior to joining Bellatore in 2006, Ms. Doerksen was Director of Advisor Solutions at Dundee Wealth Management, a firm serving more than 2,000 independent financial advisors with $29 billion in assets under administration.
She has held progressively senior roles at Financial Concept Group, Assante Asset Management and AIC Funds Ltd.
Ms. Doerksen have successfully completed the Professional Financial Planning and Investment Management Techniques programs.
She received a BA in Psychology from Carleton University and is a member of the Financial Planning Association.
Posizioni attive di Patricia L. Doerksen
| Società | Posizione | Inizio |
|---|---|---|
Bellatore, Inc.
 Bellatore, Inc. Financial ConglomeratesFinance Bellatore, Inc. provides financial services. It delivers turnkey asset management solutions and knowledge leadership services to financial advisors and financial institutions. The company was founded in March 2006 and is headquartered in San Jose, CA | Corporate Officer/Principal | 24/04/2009 |
Precedenti posizioni note di Patricia L. Doerksen
| Società | Posizione | Fine |
|---|---|---|
Bellatore Financial, Inc.
 Bellatore Financial, Inc. Investment ManagersFinance Bellatore Financial, Inc. (Bellatore) is a SEC-registered investment advisor headquartered in Pleasant Hill, California. The firm was founded by Al Steele in 2007 and is principally owned by Bella Fund Holdings, Inc. Bellatore provides asset management services to select financial advisory businesses across the US. | Direttore Amministrativo | - |
Formazione di Patricia L. Doerksen
| Carleton University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Bellatore, Inc.
Bellatore, Inc. Financial ConglomeratesFinance Bellatore, Inc. provides financial services. It delivers turnkey asset management solutions and knowledge leadership services to financial advisors and financial institutions. The company was founded in March 2006 and is headquartered in San Jose, CA | Finance |
Bellatore Financial, Inc.
Bellatore Financial, Inc. Investment ManagersFinance Bellatore Financial, Inc. (Bellatore) is a SEC-registered investment advisor headquartered in Pleasant Hill, California. The firm was founded by Al Steele in 2007 and is principally owned by Bella Fund Holdings, Inc. Bellatore provides asset management services to select financial advisory businesses across the US. | Finance |
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