No stranger to the financial services industry nor to our team, Doreen started her career in 1996 as a sales assistant. She joined the 360 WMG team in 2011, and brought her expertise to managing our branch operations and equity trading functions. Her extensive knowledge of back-office operations and contacts within our headquarters bring a valuable perspective to our team.
Doreen holds the Series 7 & 66 licenses and was recently in the top quartile of the Branch Associates Recognition Program Ranking which recognizes those branch associates who earn points through attaining industry licenses, as well as focusing on Practice Management educational topics.
Doreen is responsible for the operations aspect of managing our 360 WMG equity strategies. She keeps track of the positions in each strategy, is responsible for entering all buy/sell orders throughout the day and generates reports for our three weekly investment meetings in which we review the trades for the previous week and do an in-depth review of our strategies.
Doreen also collaborates with our clients and their attorneys to manage the administrative aspects of their estate plans. In addition, she is responsible for end-of-year tax planning and providing 1099s and other tax documents to our clients CPAs.
Since 2014, Doreen has served on the board and has been very involved with Gasparilla Pirate Festival (an annual celebration held in Tampa) as a member of the Krewe of Ann Jeffrey. This organization is dedicated to serving the needs of the Tampa Bay Community through charity and community service work. She served on the board as President of the Krewe from 2019 to 2021.
Originally from Boston where she attended Gibbs College, she moved to Florida in 1996 with her twin daughters. She loves spending time at the beach, camping and vacationing with her family and friends and spoiling her new granddaughter.
Raymond James is not affiliated with The Krewe of Ann Jeffrey or Gasparilla Pirate Festival.