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Chris Dooley, Trading & Operations Associate at Tanglewood Total Wealth Management in Houston, TX

Chris Dooley

Trading & Operations Associate

Responsibilities:

  • Provides support with trading activities, new account setup, and Investment Policy changes
  • Helps with preparation of client reports
  • Gathers data from clients and inputs data into our system

Professional Experience:

  • Joined Tanglewood Total Wealth Management in May 2026
  • Began financial Services Career in 2018

Education:

  • Earned a Bachelor of Business Administration with a major in Finance and a minor in Banking from Sam Houston State University in 2017

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