Kellie Dinda
About Kellie Dinda
Kellie Dinda is a Client Service Associate at UBS in Birmingham, Michigan, with extensive experience in the financial services industry. She has a strong background in public speaking and employee benefits program design, having previously worked at Whims Insurance Agency, Integrated Capital Management, and Ameriprise Financial.
Work at UBS
Kellie Dinda has been employed at UBS as a Client Service Associate since 2019. In this role, she is responsible for providing support to clients and enhancing their overall experience with the firm. Her position is based in Birmingham, Michigan, where she applies her extensive knowledge of financial services to assist clients effectively.
Previous Experience in Financial Services
Prior to her current role at UBS, Kellie Dinda worked at several financial institutions. She served as a Client Service Associate at Ameriprise Financial from 2017 to 2019, where she focused on client support. Before that, she was a Financial Planning Assistant at Integrated Capital Management for one year, from 2011 to 2012. Additionally, she spent 15 years at Whims Insurance Agency Inc as an Agent/Producer from 1996 to 2011, gaining valuable experience in client relations and insurance.
Education and Expertise
Kellie Dinda studied at Michigan State University, where she developed foundational knowledge applicable to her career in financial services. She possesses expertise in designing employee benefits programs, which enhances her ability to meet client needs. Her strong skills in public speaking contribute to effective communication and engagement with clients.
Team Building in Financial Services
Kellie Dinda has a demonstrated history of team building within the financial services industry. Her experience across various roles has equipped her with the ability to collaborate effectively with colleagues and foster a positive team environment. This skill set is essential for enhancing client service and achieving organizational goals.