Dave Valeri Email & Phone Number
Senior Manager @ Clarendon Partners, LLC
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Dave Valeri Location
- Boston, MA, US
Dave Valeri Work
- Senior Manager @ (October 2021 - Present)
- Associate Director @ (October 2019 - November 2021)
- Associate Director @ (October 2019 - November 2021)
- Associate Director @ (March 2019 - October 2019)
- Managing Consultant @ (September 2016 - October 2019)
- Senior Consultant @ (December 2014 - October 2019)
- Vice President - Unit Manager @ (May 2013 - December 2014)
- Senior Supervisor @ (March 2011 - April 2013)
- Senior Analyst @ (February 2008 - March 2011)
- Senior Account Controller @ (January 2006 - January 2008)
Dave Valeri Education
- Syracuse University
Bachelor of Science (Broadcast Journalism)
2000-2004 - Saugus High School 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 Broadcast Journalism @ 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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