Valerie Marquez

Valerie Marquez is a seasoned professional in client services and financial management with extensive experience in the wealth management sector. Currently serving as a Senior Client Services Manager at Ellevest since March 2022, Valerie previously held key positions at Tolleson Wealth Management, JPMorgan Chase & Co., and Wells Fargo, where responsibilities included cultivating relationships with high-net-worth clients, managing banking relationships, and assisting clients with home loan processes. Valerie holds a Certificate in Financial Planning from Southern Methodist University and a Bachelor of Arts in Political Science from UC San Diego, enriching a career dedicated to delivering exceptional client service and financial solutions.