Noe Valdez

As a Private Client Associate at Realized, Noe partners with the VP of Wealth Management to engage with new clients to convey Realized’s value proposition during the initial stages of communication with the firm. Additionally, Noe works with investors, qualified intermediaries, and investment sponsor companies to obtain, review, and manage the flow of documents required to close private securities investments.

Noe started working in retail banking while in school and quickly found a passion for finance and helping people. After graduation, he moved to Austin and worked at Frost Bank for two years as a personal banker. In this role, he helped maintain a client portfolio and manage client relationships for High-Net-Worth clients seeking banking and investment management solutions. Prior to Frost Bank, he worked at First Convenience Bank as a Personal Banker. Noe is from San Angelo Texas and graduated from Angelo State University, where he received a Bachelor of Science in Exercise Science.