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Dina is responsible for providing sales support to our Advisors and manages the administrative duties of the Investment Center. She reviews and processes new account applications and related documents; and creates and maintains customer information and accounts. Dina also serves as a client management liaison to resolve processing issues and fulfill questions.
She has over 15 years of administrative and insurance sales and service experience. She has held a license for property and casualty insurance in WI & MI since August, 2014.
Dina enjoys spending quality time with her husband, three daughters, and dog Jake. You’ll often find them spending time at various campgrounds, softball fields, or ice rinks.
Credentials
- Series 7 Securities Registration (held with Cambridge)
- Series 66 Securities Registration (held with Cambridge)
- Licensed for insurance in Michigan and Wisconsin
If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact an investment representative.