Dorra Tang
Director of Client Solutions at Exeter Financial | Paradise Valley, Arizona, United States
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Dorra Tang is a highly accomplished Director of Client Solutions at Exeter Financial, where she leverages her extensive expertise in private wealth management to drive exceptional client experiences and operational excellence. With a robust background in the financial services industry, Dorra has successfully navigated complex regulatory environments, ensuring compliance while fostering a culture of integrity and transparency. Her strategic oversight has been instrumental in growing assets under management from $25 million to an impressive figure, reflecting her keen ability to identify and capitalize on market opportunities.
In her current role, Dorra is responsible for a diverse range of functions, including service and operations management, compliance administration, and acting as a technical liaison between clients and internal teams. Her adeptness in retirement planning and asset management allows her to tailor solutions that meet the unique needs of high-net-worth individuals and families. Additionally, Dorra's leadership in office management and human resources has cultivated a collaborative environment that empowers her team to excel in delivering top-tier financial services.
Dorra holds several key licenses, including Series 24, Series 7, and Series 63, which underpin her comprehensive understanding of securities and investments. Her commitment to professional development and regulatory compliance ensures that Exeter Financial remains at the forefront of industry standards. As a passionate advocate for non-profit administration, Dorra also dedicates her expertise to philanthropic initiatives, further enhancing her impact within the community. Through her multifaceted role, Dorra Tang exemplifies the qualities of a forward-thinking leader in the financial services sector, consistently driving growth and innovation at Exeter Financial.
Director of Client Solutions at Exeter Financial in April 2007 to Present
Senior Registered Rep at Schwab Advisor Services in January 2000 to January 2007
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Series 24
Series 7
Series 63
Finance
Securities
Wealth Management
Management
Investments
Financial Services
Retirement Planning
Asset Management
Regulatory Compliance
Non-profit Administration
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Discover more about Exeter FinancialWhat is Dorra Tang email address?
Email Dorra Tang at [email protected] and [email protected]. This email is the most updated Dorra Tang email found in 2026.
What is Dorra Tang phone number?
Dorra Tang phone number is +16027037793 and +15084516387.
How to contact Dorra Tang?
To contact Dorra Tang send an email to [email protected] or [email protected]. If you want to call Dorra Tang try calling on +16027037793 and +15084516387. (updated on November 04, 2024)
What is Dorra Tang net worth?
Dorra Tang has an estimated net worth of $375,000 to $499,999
What company does Dorra Tang work for?
Dorra Tang works for Exeter Financial
What is Dorra Tang's role at Exeter Financial?
Dorra Tang is Director of Client Solutions
What industry does Dorra Tang work in?
Dorra Tang works in the Financial Services industry.
Dorra Tang Email Addresses
Dorra Tang Phone Numbers
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