As an Operations Team Associate, Dina ensures that everything runs smoothly behind the scenes so our advisors can focus on what matters most—our clients. From onboarding new clients to managing day-to-day account logistics, Dina keeps our processes efficient, compliant, and client-focused. Whether it’s opening accounts, transferring assets, or ensuring your questions are answered quickly and accurately, Dina is here to support you with professionalism and a personal touch.
Dina earned a Bachelor of Science from Concordia College in Westchester, NY, and went on to complete several legal courses at NYU, earning multiple certifications. Her training and expertise led to her serving as a mediator and arbitrator for the Kings County Court in Brooklyn. These strengths effortlessly carry over into her role on the operations team, where she plays a key part in delivering efficient, accurate, and detail-focused client service.
She currently resides in Middlesex County, NJ, with her husband and three children. An avid reader, Dina enjoys historical fiction and true crime mysteries. She loves spending quality time with her family and is deeply guided by her faith, which plays a central role in her life.