As a Client Team Operations Manager, Dina oversees the client experience on Team Reynolds and works with the team to implement new processes and procedures. She also works with our clients to make sure their well-thought-out financial plans are memorialized and achievable. Dina creates meaningful relationships with our clients to ensure customized financial plans reflect your aspirations for the future.
Dina has years of experience working with clients in the wealth management industry. She started her financial services career in 1999 supporting an equity trading desk in New York City. Prior to joining Coldstream, Dina served as a Wealth Management Specialist with Merrill Lynch for 15 years before working as a Wealth Management Associate at Morgan Stanley.
Dina has a natural aptitude for helping others. Before entering the financial services industry, she worked with seniors in assisted living facilities and as a volunteer. Although the nature of her work has shifted, Dina is still passionate about enriching the lives of others – now by sharing her knowledge of finance with clients. She looks forward to working closely with Disability Advisory Services clients.
Dina graduated from Gibbs College with an associate degree. She earned her Chartered Retirement Planning Counselor designation in January of 2015. Dina also holds her FINRA Series 7, 63, and 66 certifications.
The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.
MOST TREASURED THING I OWN
Being a mother.
ONE PIECE OF ADVICE
We make a living by what we get, but we make a life by what we give. – Winston Churchill.
My hobbies have changed over the years, but I still love playing tennis, skiing, reading, traveling, and trying new restaurants. However, I have a wonderful daughter, Sofia, who has filled my life with joy and new hobbies like playing dollhouse and dancing in the kitchen.
Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.