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Valerie Weinfeld

Office Supervisor

Valerie is responsible for providing a diversified array of business support functions for the firm across various departments, including finance, facilities, compliance and office administration.

Prior to joining the firm, Valerie was the Regional Business Administrator at Credit Suisse, where her responsibilities included facilities and project management, accounts payable, event planning, recruiting and human resources, compliance and travel management.

Valerie lives in San Francisco.

Education
  • BS in Finance and Real Estate, San Francisco State University
Highlights
  • Series 7 license holder
  • Series 9 license holder
  • Series 10 license holder
  • Series 63 license holder
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