Dina brings over 25 years of experience to her role as operations manager and compliance officer. Her primary responsibilities include overseeing the day-to day operations of MIM and implementing the compliance program. Dina takes pride in understanding the clients' needs and helping them reach their financial goals. Prior to joining MIM in 2007, she was employed at Raymond James Financial Corporate office where she was a compliance specialist. Dina holds her Series 65 and is an IACCP, Investment Adviser Certified Compliance Professional. Dina obtained her degree from St. Petersburg College. Dina and her husband live in St. Petersburg, Florida. In her spare time she enjoys spend

Dina Villalobos
Chief Compliance Officer, Operations Manager
Moseley Investment Management
United States, Florida, St Petersburg
About Me
Profile Information
Chief Compliance Officer, Operations Manager
Moseley Investment Management
Operations Team
Investor
RIA/Wealth Manager/Asset Manager
St Petersburg
Florida
United States
Oct 14, 2024
Work Experience
Moseley Investment Management
Compliance Officer May 2007 - Present
Email: dmalizia@moseleyinvestment.com
More profiles to browse

Laurie Tinnell
Portfolio Manager
SM
Susan Moseley
Owner, President, Founder & CEO
Ryan Moseley
Vice President
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PG
Patricia Gee
Operations
Manhattan Family Office
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc