Forge Trust
Daniel Valenzuela is a skilled professional with a background in real estate and account management. Currently serving as a Real Estate and Notes Specialist and Investments/Distributions Coordinator at Forge Trust since January 2023, Daniel's previous experience includes leading as an Account Manager at Better from August 2021 to March 2022, where responsibilities encompassed enhancing customer experience during real estate transactions and fostering relationships within the real estate community. Prior roles at Allied Administrators from September 2016 to August 2021 included positions as Account Services Coordinator and Renewals Coordinator, focused on customer service, processing renewals, and maintaining organized records. Daniel Valenzuela earned a Bachelor of Business Administration in Marketing from San Francisco State University in 2018.
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Forge Trust
Forge Trust serves over 1.7 million accounts, representing over $14B in assets under custody. Introducing Forge Trust, a tech-enabled Custodian offering solutions for public & private market participants. Specializing in custody administration and reporting for a wide range of non-publicly traded alternative investments. Our parent company, Forge Global, provides liquidity opportunities for investors and shareholders in the private markets. We focus on holding what's most important to our clients, offering world-class Custody as a Service for both retail & institutional participants. For more information, call (800) 248-8447 or visit www.forgetrust.com