, Systems Coordinator
11376 N. Jog Rd., Suite 101
Palm Beach Gardens, FL 33418
Fiore Zotos is responsible for the oversight and administration of the portfolio management system and the overall integrity and accuracy of client information and reporting.
Guided by over 35 years of experience in financial services, Fiore understands that stellar client service is the key to a successful firm. That dedication to client service drives Fiore’s zeal for data quality, ensuring that Dakota’s performance reports and client information are accurate and reliable.
Fiore began her career in commercial and private banking with Bank of America in Lima, Peru and, after relocating to the United States, continued to work in a client-facing role for banks, including Barnett Bank in Miami and North Carolina National Bank in Atlanta. She transitioned to the investment advisory space when she took a role as office manager for then start-up Atlanta Financial Associates.
Fiore first worked with Peter Raimondi when she joined Banyan Partners in 2011 as a result of its acquisition of Miami-based advisor Earl Foster & Associates, where she managed back office operations and reporting as well as client service administration for nine years. Prior to joining Dakota, Fiore was a Senior Portfolio Services Associate at Boston Private.
Now residing in Jupiter, Fla., Fiore enjoys spending time with family and friends, as well as reading and watching historical documentaries.