Patricia L. Doerksen
Corporate Officer/Principal bei Bellatore, Inc.
Profil
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.
Aktive Positionen von Patricia L. Doerksen
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ehemalige bekannte Positionen von Patricia L. Doerksen
| Unternehmen | Position | Ende |
|---|---|---|
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. | Verwaltungsdirektor | - |
Ausbildung von Patricia L. Doerksen
| Carleton University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
