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As VP, Institutional and Retail Client Services, Dimetra leads her team in providing premier customer service to PENSCO’s retail and institutional clients. She excels in cultivating long-lasting relationships with clients, a quality that has shined through in her progressive leadership roles at PENSCO since joining the company in 2012.
Prior to joining PENSCO, Dimetra managed the Client Services team at Lincoln Trust Company, where she also served as a relationship manager for institutional and high-net worth accounts. Dimetra is a Certified IRA Services Professional (CISP) with the American Bankers Association and a Self-Directed IRA Professional (SDIP) through the Retirement Industry Trust Association. She has more than 12 years of financial services and leadership experience.
Many self-directed IRA owners are savvy investors who enjoy actively managing their retirement savings and choosing their own investments. But al... Read this article »
Congratulations on your wedding! Your new baby! Your retirement! Now have you updated your IRA beneficiary information? These well wishes all so... Read this article »
‘Tis the season for charitable giving. Nearly one-third of charitable giving occurs in December, as Americans close out the books on the year and... Read this article »
IRAs have become a popular retirement savings tool since they were introduced more than 40 years, and it’s inevitable that, as FINRA says, a new... Read this article »