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.
On a personal level, Doreen is the proud mother of twin girls, Christine, a graduate from the University of Central Florida with a BS in Psychology with minors in Criminal Justice and Criminal Profiling and Julie, a graduate from the University of South Florida, with a BS in Business. Doreen is very involved with Gasparilla Pirate Festival (an annual celebration held in Tampa) as a member of the Krewe of Ann Jeffrey where she participates in the Gasparilla Children’s Parade, as well as the Pirate Invasion. She loves spending time at the beach with her family and friends.