Gleny Valdera Email & Phone Number
Director of Wealth Management @ GWN Securities, Inc.
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Gleny Valdera Location
- United States
Gleny Valdera Work
- 2013 -now Director of Wealth Management @
- 2018 -2022 Advisory and Custodial Team Lead @
- 2013 -2018 Advisory Specialist @
- 2008 -2010 Processor @ Gresham Insurance Agency Inc
- 2001 -2008 Senior Loan Processor and Bank Closer @
Gleny Valdera Education
- Technical Career Institutes
(Computer/Information Technology Administration and Management)
Gleny Valdera Skills
- Structured Finance
- Risk Assessment
- Performance Metrics
- Assessment Strategies
- Risk Modeling
- Quantitative Models
- Portfolio Risk Management
- Finance
- Due Diligence
- Communication
- Allocations
- WorkPanda
- Data Modeling
- Data Structures
- Data Visualization
- Product Marketing
- Market Research
- Team Leadership
- Cross-functional Team Leadership
- Teaching
- Management
- Leadership
- Wealth Management
- Business Analysis
- Financial Accounting
- Loans
- Residential Mortgages
- Mortgage Underwriting
- Customer Relationship Management (CRM)
- English
- Process Improvement
- Team Management
- Quality Assurance
- Financial Analysis
- Data Analysis
- Account Management
- Auditing
- Requirements Analysis
- Analytical Skills
Gleny Valdera Summary
- Gleny Valdera, based in United States, is currently a Director of Wealth Management at GWN Securities, Inc.. Gleny Valdera brings experience from previous roles at GWN Securities, Inc., Gresham Insurance Agency Inc and Gotham City Mortgage. Gleny Valdera holds a Technical Career Institutes. With a robust skill set that includes Structured Finance, Risk Assessment, Performance Metrics, Assessment Strategies, Risk Modeling and more. Gleny Valdera has 1 emails and 2 mobile phone numbers on RocketReach.
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