Dina Jan A.
Senior Vice President-Investments at Wells Fargo Advisors
- Role
- Senior Vice President-investments at Wells Fargo Advisors
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Dina Jan A.
Please contact me by email: D••••••••@wfa.com or by Phone 65••••••25. Unfortunately, I…
Experience
Senior Vice President-investments
Sep 2013 — Present · Palo Alto, CA, US
Relying on my over thirty years of experience I advise clients on their investment portfolios using proven investment theories. I believe in diversification and leaning more on the conservative side of investing. It\'s difficult for many but one needs to be unemotional about the markets. I help my clients weather the storms that occasionally erupt. Many of my clients have been with me for my entire career.
Skills
- Leadership
- Management
- Customer Service
- Equity Trading
- Insurance
- Due Diligence
- Mutual Funds
- Risk Management
- Securities
- Public Speaking
- Equities
- Finance
- Investment Planning
- Strategy
- Investments
- Trading
- Investment Banking
- Financial Services
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