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Elizabeth Modderman

Manager, Investment Systems / Workflow at Valmark Financial Group

Elizabeth Modderman has an extensive background in investment systems and operations, currently serving as Manager of Investment Systems and Workflow at Valmark Financial Group since January 2018. Prior roles at Valmark include Senior Business Analyst and Investment Operations Coordinator, along with an internship in Investment Operations. Prior to this, Elizabeth worked as Assistant Manager at RSVP Food and Party Outlet from August 2014 to December 2017. Elizabeth Modderman holds a Bachelor's degree in Finance from Kent State University, earned between 2015 and 2019.

Location

Kent, United States

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Valmark Financial Group

Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry’s top tier of financial advisors. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.


Employees

51-200

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