Patricia L. Doerksen

Corporate Officer/Principal at Bellatore, Inc.

Finance

Consumer Services

Profile

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.

Patricia L. Doerksen active positions

Companies	Position	Start
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	2009-04-23

All active positions of Patricia L. Doerksen

Former positions of Patricia L. Doerksen

Companies	Position	End
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.	Chief Administrative Officer	-

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Training of Patricia L. Doerksen

Carleton University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

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Executives

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Linked companies

Private companies	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

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