Dorine Beverly Sanchez
Chief Operating Officer at REDW Wealth LLC
Profile
Ms. Dorine B.
Sanchez is a Senior Portfolio Manager & Director of Operations at REDW Wealth LLC.
Since joining REDW Wealth in 2003, she has provided investment analysis, portfolio management, trading, operations support and wealth management services for a wide range of clients.
Her current responsibilities as Senior Portfolio Manager include analyzing and monitoring portfolios for current and potential clients as well as analyzing and recommending strategies for portfolios.
In her role as Director of Operations, she has oversight of all daily account activity for all REDW Wealth clients.
She is also a voting member of the REDW Wealth Investment Committee.
She received her undergraduate degree from Adams State College (Colorado).
She is a CERTIFIED FINANCIAL PLANNER professional and Accredited Investment Fiduciary.
She is also a graduate of the Leadership Albuquerque Class of 2015.
Dorine Beverly Sanchez active positions
| Companies | Position | Start |
|---|---|---|
REDW Wealth LLC
 REDW Wealth LLC Investment ManagersFinance REDW Wealth LLC (REDW) is a SEC-registered investment adviser headquartered in Albuquerque, New Mexico. The firm was founded in 1997 and is a subsidiary of REDW LLC. REDW provides personalized confidential financial planning, investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and Native American tribes. | Chief Operating Officer | 01/01/2014 |
Training of Dorine Beverly Sanchez
| Adams State College (Colorado) | Undergraduate Degree |
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| Private companies | 1 |
|---|---|
REDW Wealth LLC
REDW Wealth LLC Investment ManagersFinance REDW Wealth LLC (REDW) is a SEC-registered investment adviser headquartered in Albuquerque, New Mexico. The firm was founded in 1997 and is a subsidiary of REDW LLC. REDW provides personalized confidential financial planning, investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and Native American tribes. | Finance |
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