Valerie joined Asset Planning Services in 2017 as an Associate on the Operations Team. She is a graduate of the University of Connecticut’s class of 2015, where she received a Bachelor of Arts in Mathematics.
Valerie began her career in the financial industry in 2016, working in the operations department at SEI, where she backed new client on-boarding efforts. At APS, Valerie brings her operational background along with her experiences and interests in technology and finance to support data reconciliation, financial reporting efforts, and process creation. Valerie also provides APS with a wealth of knowledge in Audio/Visual and technology setup from her time performing as an Audio/Visual Specialist at UCONN during her undergraduate years.