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Serena Dotson, Client Services
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Serena monitors the daily trade reconciliation
between the Firm and its custodians, sets-up and closes accounts as well as
supporting the Firm’s Advisers with form preparation. |
She also works with Diane on client
reporting.
Serena is a graduate of Walla Walla Community College, Washington, holds her
Applied Arts & Sciences Associate Degree in Business Management.
Serena dances for Tri-Cities Fever and assists with coaching the Eastern
Washington Elite Dance team. Serena participates in Habitat for Humanity, Second
Harvest food drives, and Hurricane Katrina Victim blanket drive. Serena joined
Petersen Hastings in August of 2005.
Contact Information:
serenad@petersenhastings.com |
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