Valiere Simpson

Valiere Simpson is a seasoned professional with extensive experience in client services and operations within the financial services industry. Currently serving as Managing Director of Client Service and Support at Charles Schwab since August 2021, Valiere previously held several senior roles at TD Ameritrade from April 2010 to August 2021, including Managing Director of Investor Services and Brokerage Operations, where responsibilities encompassed trade settlement operations and retail brokerage services. Valiere's prior experience includes a tenure at Merrill Lynch from 2007 to 2010, where leadership encompassed managing client services for Registered Investment Advisors and overseeing significant project initiatives. Valiere's educational background includes a Bachelor's Degree in Business Administration from Rider University, completion of the Securities Industry Institute at The Wharton School, and participation in the Accelerating Leader Capability Program at Cornell University.