Meet Doreen

Doreen adds value to Platinum Wealth Management by providing operational, administrative and marketing support to financial advisors, enabling them to focus on client-facing activities and growth strategies. Doreen helps enhance client satisfaction, optimize workflows, and drive business growth.

In addition to her Bachelor’s Degree and over 15 years-experience in the financial services industry, Doreen holds numerous training and educational certificates to enhance her skills and experience.

Outside of her professional pursuits, Doreen is an avid fan of ice hockey—go Blackhawks!