Dina Liening
Team Operations Manager & Senior Wealth Management Associate at Coldstream
Based in Bellevue, United States
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Seniority
Manager
Department
Other
Location
Bellevue
Industry
Financial Services
Company size
244
Contact information
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d•••••••@coldstream.com
Phone
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Background
About Dina Liening
Experienced Senior Wealth Management Associate with a demonstrated history of working in the financial services industry. Skilled in Wealth Management Services, Implementation of Retirement Planning, and Trading. Strong finance professional holding Series 7, 63, and 66 FINRA registrations along with the designation of Chartered Retirement Planning Counselor℠ from the College for Financial Planning.*CRPC® and Chartered Retirement Planning Counselor℠ are registered service marks of the College for Financial Planning.
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