Vincent Valeri Email & Phone Number
Managing Director - Family Enterprise Advisor, Leadership Coach, Speaker @ Vincent Valeri & Associates
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Vincent Valeri Location
- Canada
Vincent Valeri Work
- Managing Director - Family Enterprise Advisor, Leadership Coach, Speaker @ (May 2014 - Present)
- Principal, Family Enterprise Advisor and Coach @ (January 2023 - May 2025)
- Family Enterprise Advisor and Family Wealth Coach (Associate) @ (December 2017 - September 2023)
- Lead Instructor @ Legacy Capitals Academy (June 2019 - May 2020)
- Wealth Advisor @ (March 2011 - June 2014)
- Account Executive - Teclo (IBM) and Automotive (Ford) @ (January 2008 - January 2011)
- Senior Consultant @ (March 2007 - November 2007)
- Various Roles - working for the family business @ Dynamic and Proto Circuits (January 1994 - January 2006)
Vincent Valeri Education
- University of Technology Sydney
Master of Business in Management (Management)
2004-2005 - Western Sydney University
BA (Operations Management)
2003-2003 - Niagara College
Co-Op Diploma (Applied Arts and Technology) (Operations Management)
1999-2001 - Sauder School of Business
(Business Family Dynamics)
2013
Vincent Valeri Skills
- Leadership
- Estate Planning
- Financial Advisory
- Team Building
- Social Media
- Financial Planners
- Public Speaking
- Family Business
- Retirement Planning
- Account Management
- Sales
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Business Development
- Market Research
- Relationship Management
- Negotiation
- Competitive Analysis
- Family Planning
- Team Leadership
- Strategic Planning
- Investment Advisory
- Asset Allocation
- Strategy
- Financial Services
- Wealth Management
- Sales Management
- Mutual Funds
- Business Planning
- Strategic Financial Planning
- Investment Strategies
- Real Estate
- New Business Development
- Event Management
- Customer Service
- Financial Analysis
- Social Media Marketing
- Budgets
- Business Strategy
- Management
- Project Management
- Public Relations
- Coaching
- Marketing Communications
- ETFs
- Conflict Resolution
- Marketing Strategy
- Retirement
- Investment Management
Vincent Valeri Summary
- Vincent Valeri, based in Canada, is currently a Managing Director - Family Enterprise Advisor, Leadership Coach, Speaker at Valeri & Associates. Vincent Valeri brings experience from previous roles at Creaghan McConnell Gould Ltd, Legacy Capitals, LLC, Legacy Capitals Academy and ScotiaMcLeod. Vincent Valeri holds a 2004 - 2005 Master of Business in Management in Management @ University of Technology Sydney. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Team Building, Social Media and more. Vincent Valeri has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Vincent Valeri?
Find contact details for 700 million professionals.
Others Named Vincent Valeri
Top Vincent Valeri & Associates Employees
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co