Dinah Wellington

As a Client Service Associate with Robertson Stephens, Dinah is responsible for client portfolio administration and office management within the firm’s Pasadena office. In this critical role, she handles a variety of administrative tasks, including client report and meeting book preparation, client relationship management database maintenance, document retention and recordkeeping, implementing procedures, processes and techniques to complete projects in line with firm activities and goals, travel arrangement and expense reimbursement as well as working closely with client CPAs for charitable gifting and end of year tax reporting