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Valerie is a Global Account Manager in EY’s Core Business Services, Markets & Business Development team, and brings over 15 years of experience in Wealth and Asset Management, ESG, and Alternative Investments.
Prior to joining EY, Valerie spent the majority of her career at a leading asset manager as a licensed professional in business development serving key institutional buyers and intermediaries. She brings deep knowledge of investment products and solutions spanning all asset classes and product wrappers, wealth and advisory platforms and technology, advisor education, and strategic business development.
Valerie studied Economics at Purdue University and prior licensing includes FINRA Series 7 and 66.