Dotti Sloan
Client Service Team Manager
Client Service

Dotti is manager of the client services team. She was promoted to manager in 2018 after serving as supervisor for the past year. Her responsibilities include overseeing the day to day operations of the client service team, review and completion of documents for new investments, arranging funding of investments, handling purchases and redemptions for clients and interacting with clients on a daily basis for routine transactions and any special projects that may arise.

Dotti originally joined Greycourt in 2007 as part of the administration team. Dotti joined the finance industry in 1998 working for Money Concepts, and previously worked for Richard Sabo, a registered financial planner and insurance fraud investigator. There she was responsible for client service work on the financial end and assisted with legal work in the insurance area. Dotti was a paralegal from 1992-1998.

Dotti received her Associates Degree in Paralegal Studies from Philips Junior College and is a Notary Public.

CONTACT
Pittsburgh Office

Main: 412.361.0100

Dotti at a Glance
Number of children
1
Number of years in the financial industry
23
Number of Steelers games attended - too many to count!
1000