How I Can Help You
Dina has been a key member of the Pence Investment Team since 2018, where she focuses on advisor interface and investment research. Her role is essential in ensuring seamless communication between the investment team and financial advisors, helping translate complex market insights into clear, actionable strategies for clients. Dina’s attention to detail and commitment to excellence make her a trusted resource for both internal teams and external partners. Whether she’s supporting portfolio analysis, coordinating advisor communications, or contributing to research initiatives, Dina brings clarity, consistency, and a client-first mindset to everything she does.

What Makes Me Knowledgeable
Dina is a Registered Administrative Associate with LPL Financial and holds her FINRA Series 7 and 63 registrations, reflecting her dedication to professional standards and regulatory expertise. Her academic journey began in Egypt, where she earned her Bachelor’s degree from the Faculty of Commerce College in Ismailia. After immigrating to the United States in 2013, Dina brought with her a global perspective and a strong foundation in finance and business.

Her experience at Pence has allowed her to deepen her understanding of investment operations, market research, and advisor support. Dina is known for her analytical thinking, her ability to manage complex workflows, and her proactive approach to problem-solving. Her international background and professional credentials make her uniquely equipped to navigate the dynamic world of finance with both precision and insight.

Getting to Know Me
Dina’s journey from Egypt to the U.S. is a testament to her resilience, ambition, and passion for growth. She brings a warm, collaborative energy to the team and is deeply valued for her reliability and thoughtful communication style. Outside of work, Dina enjoys spending time with her family, exploring new cultures, and staying engaged with global economic trends. Her blend of international experience, professional expertise, and personal warmth makes her an integral part of the Pence team and a trusted partner to those she works with.