Before joining SteelPeak, Dalia built experience across several areas of the financial industry, including wealth management, investment compliance, commercial banking, business valuation, and investment analysis. Most recently, she spent two years as a Compliance Associate at a multi-billion-dollar SEC-registered wealth management firm, where she worked directly with the Chief Compliance Officer and collaborated with advisors and client service teams to support the firm’s compliance program and advisory operations. Earlier in her career, Dalia worked in commercial credit analysis and business valuation, developing a strong foundation in financial analysis, investment research, and risk assessment. During her undergraduate studies, she was selected to participate in the university’s Student Managed Investment Fund, where she helped construct and monitor a $250,000 investment portfolio following CFA Institute investment guidelines. These experiences provided her with a broad understanding of financial markets, investment analysis, and the wealth management industry.

Dalia likes the combination of analytical problem solving and relationship building that wealth management offers. She is drawn to wealth management because she believes financial decisions have a strong impact on the quality of a person’s life. Dalia wants to help clients navigate important financial decisions with clarity and confidence, knowing that thoughtful planning can provide peace of mind and confidence, and support the life they envision for themselves and their families. She strives to create an experience where clients feel comfortable asking questions, confident in the planning process, and supported through their financial journey. She is known for her analytical mindset, attention to detail, collaborative approach, and commitment to delivering a thoughtful client experience.

 Outside of work, Dalia enjoys traveling, exploring museums and historic cities, listening to music, discovering new restaurants and coffeeshops, and spending time with family and friends. She especially enjoys traveling throughout Europe and learning about different cultures, history, and architecture.

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