Private Wealth Associate
As a Private Wealth Associate, Valeria’s key responsibilities include processing client requests and establishing and maintaining accounts. She also ensures that client profiles are updated regularly while collaborating and communicating with advisors to ensure compliance and accuracy.
Before joining the team, Valeria worked as a Client Manager for CAPTRUST, where she was responsible for maintaining records pertaining to client accounts. She received her Bachelor of Arts in Communication from the University of Colorado Denver in 2017 and Her attention to detail and ability to prioritize essential tasks make her a great asset to the team.
Valeria enjoys traveling with her family, hiking, and exploring different cuisines in her spare time.