Valerie Thomas Email & Phone Number
Managing Director and Chief Client Experience Officer @ Marquette Wealth Management
Valerie Thomas's Location
Saint Paul, MN, US
Valerie Thomas's Work
- Managing Director and Chief Client Experience Officer @ Marquette Wealth Management
- Senior Vice President and Relationship Manager @ Marquette Wealth Management
- Senior Integrated Wealth Advisor @ Carlson Capital Management
- Director - Senior Wealth Advisor @ CLA (CliftonLarsonAllen)
- Senior Vice President and Relationship Manager @ Marquette Wealth Management
- Financial Associate @ Wells Fargo Private Bank
Valerie Thomas's Education
- University of Northwestern - St. Paul
Bachelor of Science (Business Administration, Management, Finance and Accounting)
2000 - 2005 - Cannon Financial Institute
Graduate (Personal Trust)
2000 - 2003
Valerie Thomas's Skills
- Management
- Investments
- Asset Management
- Finance
- Asset Allocation
- Financial Analysis
- Financial Services
- Wealth Management
- Financial Planning
Valerie Thomas's Summary
Valerie Thomas, based in Saint Paul, MN, US, is currently a Managing Director and Chief Client Experience Officer at Marquette Wealth Management, bringing experience from previous roles at Marquette Wealth Management, Carlson Capital Management, CliftonLarsonAllen Wealth Advisors, LLC and Marquette Asset Management. Valerie Thomas holds a 2000 - 2005 Bachelor of Science in Business Administration, Management, Finance and Accounting @ University of Northwestern - St. Paul. With a robust skill set that includes Management, Investments, Asset Management, Finance, Asset Allocation and more, Valerie Thomas contributes valuable insights to the industry. Valerie Thomas has 4 emails on RocketReach.
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