Director of Client Solutions
Dorra Tang is Director of Client Solutions at Exeter Financial. Ms. Tang has extensive industry experience specifically related to private wealth management. Her responsibilities include management of service and operations, compliance administration, technical liaison, office management and human resources. Prior to joining Exeter Financial, Ms. Tang was a Senior Registered Relationship Consultant for Charles Schwab & Co. in their Institutional Division. This elite division offered superior service and operations support for High Net Worth clients managed by Registered Independent Advisors. While at Schwab, Ms. Tang developed a specialized group of Institutional International experts who provided wealth management options for offshore and non-resident clients. She is multilingual, fluent in both Cantonese and Spanish.
Ms. Tang received her Bachelor’s of Science degree in Zoology/Biology from Arizona State University where she was also captain of the women’s swimming team. Ms. Tang utilizes her degrees and experience to ensure the firms operations are allowing our clients to have a successful wealth management experience.