Valarie brings over seven years of experience in advisor and client services, account management, and operational strategy to her role at Financial Designs. Formerly the Brokerage Account Maintenance Team Lead at MMLIS, she played a pivotal role in the MMLIS/GCC India collaboration project, serving as training lead and spearheading initiatives to streamline workflows, implement new technologies, and enhance client service delivery. With a strong focus on risk mitigation, cross-functional team leadership, and operational excellence, Valarie is known for her analytical mindset, attention to detail, and commitment to delivering exceptional results.
Based in Massachusetts, Valarie lives with her husband, Eric, and their 15-year-old son, Julius. Outside of work, she enjoys reading, baking, and collecting Starbucks merchandise. She is currently studying for her Life and Annuities license as well as the Securities Industry Essentials (SIE) exam.