Valerie Widhson

Valerie Widhson is a professional in the financial services industry with experience in compliance and client transition operations. Valerie has worked at Lincoln Investment as the Director, RIA Compliance, and held various titles related to compliance at Pershing, a BNY Mellon company. Prior to this, Valerie worked at TD as a Teller I, processing financial transactions and exceeding customer satisfaction goals. Valerie also has experience as an Administrative Assistant at Rockledge Hearing Center, where Valerie managed appointments and contributed to business development. Valerie holds a Bachelor of Business Administration in Legal Studies from Fox School of Business at Temple University.