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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, sales, and service experience and currently holds a license for property and casualty insurance in Wisconsin.
Dina enjoys spending quality time with her husband, children, family, and friends. You’ll often find them spending time at their family land and various campgrounds.
Credentials
- Series 7 Securities Registration (held with Cambridge)
- Series 66 Securities Registration (held with Cambridge)
- Licensed for insurance in 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.