Dave Valeri Email & Phone Number
Senior Manager @ Clarendon Partners, LLC
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Dave Valeri Location
- Boston, MA, US
Dave Valeri Work
- 2021 -now Senior Manager @
- 2019 -2021 Associate Director @
- 2019 -2021 Associate Director @
- 2019 -2019 Associate Director @
- 2016 -2019 Managing Consultant @
- 2014 -2019 Senior Consultant @
- 2013 -2014 Vice President - Unit Manager @
- 2011 -2013 Senior Supervisor @
- 2008 -2011 Senior Analyst @
- 2006 -2008 Senior Account Controller @
Dave Valeri Education
- Syracuse University
Bachelor of Science (Chancellor's Scholarship, National Society of Collegiate Scholars, Golden Key National Honor Society, Sigma Phi Epsilon)
2000-2004 - Saugus High School
(Indoor and Outdoor Track captain, Football, Basketball, Peer Mediation, Peer Leader, Representative to the School Committee, National Honors Society)
1996-2000
Dave Valeri Skills
- Financial Analysis
- Excel
- Financial Reporting
- Accounting
- Fixed Income
- Microsoft Office
- Problem Solving
- Compliance
- Access
- Word
- Reconciliation
- Process Improvement
- General Ledger
- Teamwork
- Lotus Notes
- Equities
- Portfolio Management
- Investments
- Management
- Microsoft Word
- Finance
- Account Reconciliation
- Microsoft Excel
- Securities
- Business Analysis
- Mutual Funds
- Corporate Actions
- Banking
- Hedge Funds
- Bloomberg
- Financial Modeling
- Financial Services
- Risk Management
- Financial Risk
- Asset Management
- Customer Service
- Internal Audit
Dave Valeri Summary
- Dave Valeri, based in Boston, MA, US, is currently a Senior Manager at Clarendon Partners, LLC. Dave Valeri brings experience from previous roles at Guidehouse and Navigant. Dave Valeri holds a 2000 - 2004 Bachelor of Science in Chancellor's Scholarship, National Society of Collegiate Scholars, Golden Key National Honor Society, Sigma Phi Epsilon @ Syracuse University. With a robust skill set that includes Financial Analysis, Excel, Financial Reporting, Accounting, Fixed Income and more. Dave Valeri has 3 emails and 2 mobile phone numbers on RocketReach.
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