Michael J. Dinan, CFP®
Marlene L. Perry
What drives Marlene Perry? Making the workloads of others a little easier.
An Operations Associate at Domani Wealth, Marlene is responsible for a large amount of documentation and procedures for opening accounts, monitoring and reconciling asset transfers, and servicing accounts as needed.
“I like to stay busy, and I enjoy my work with a great group of people!” she says.
Marlene is known for her stability and listening skills, keeping operations running smoothly with her confident coordinating of information and details.
Working closely with our firm’s Wealth Advisory Group, custodians, and other account managers, Marlene assists in process updates, preparing communications and reports, and checking details of documents for accuracy.
The core value that most resonates with Marlene is teamwork, she says. “It’s nice to be part of a team that provides support for one another and our clients.”
She likes to have fun with our team and is confident to tackle everything from the smallest task to the most challenging problem that needs a complex solution.
Marlene is a dog lover, with a rescue dog named Omar, half cairn terrier and half yorkie. Her previous dog, Benjamin, lived to be 17. She also loves Motown and loves to spend time with her daughter, who can always make her laugh.