Valerie Pimenta's Location
Portland, OR, US
Valerie Pimenta's Work
- SVP, Client Operations @ Edelman Financial Engines
- Vice President and Chief Operating Officer, M Holdings Securities, Inc. @ M Financial Group
- Vice President Legal and Compliance @ Fisher Investments
- Group Vice President Client Operations @ Fisher Investments
- Group Vice President Client Services @ Fisher Investments
- Investment Counselor and Problem Resolution Analyst @ Fisher Investments
- Advertising Compliance @ LPL Financial
- Financial Advisor @ Merrill Lynch
Valerie Pimenta's Education
- University of San Diego School of Business
Master of Business Administration - MBA
2000 - 2002 - Westmont College
Bachelor of Arts (B.A.) (Economics and Business)
1997 - 1998
Valerie Pimenta's Skills
- Investment Advisory
- Investments
- Operations Management
- Employee Engagement
- Collaborative Leadership
- Continuous Process Improvement
- Vendor Management
- Sales Support Tools
- People Management
- Business Strategy
Valerie Pimenta's Summary
Valerie Pimenta, based in Portland, OR, US, is currently a SVP, Client Operations at Edelman Financial Engines, bringing experience from previous roles at M Financial Group and Fisher Investments. Valerie Pimenta holds a 2000 - 2002 Master of Business Administration - MBA @ University of San Diego School of Business. With a robust skill set that includes Investment Advisory, Investments, Operations Management, Employee Engagement, Collaborative Leadership and more, Valerie Pimenta contributes valuable insights to the industry. Valerie Pimenta has 1 email and 1 mobile phone number on RocketReach.
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