Director, Operations and Client Service
Orey brings a lifetime of financial services operations experience to WW. She is a keystone in the client service process and deals with all of the administrative aspects of implementing and managing client portfolios. Orey ensures that all client activity and requests are taken care of in a timely matter.
Prior to working at WW, Orey was the operations manager at LPL Financial in San Diego, CA working with the advisory services group.
Orey is at her best when she is able to help others. “I like the challenge of finding solutions to difficult problems and ending up with a positive result.”
Orey enjoys watching sports, especially the Red Sox. She also enjoys spending time with friends and family. When Orey is out of the office, she is an avid concertgoer trying to catch as many shows as possible when her dog Oliver is not keeping her busy.