Valerie Bolch Pimenta

Valerie Bolch Pimenta has a wealth of experience in the financial industry, holding various leadership positions in companies such as Edelman Financial Engines, M Financial Group, Fisher Investments, LPL Financial, and Merrill Lynch. With a strong background in service, operations, compliance, and client services, Valerie has a proven track record of driving growth, enhancing regulatory compliance, and improving client experiences. With an MBA from the University of San Diego and a Bachelor's degree from Westmont College, Valerie possesses a solid educational foundation to complement their extensive professional experience.