Brie Valant
Head of Client Services at WealthFactor | United States
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Head of Client Services at WealthFactor in December 2020 to Present
Client Service Specialist at NewFocus Financial Group in January 2017 to January 2020
Investor Services Manager at Cairn Investment Group in March 2015 to January 2017
Senior Client Service Representative at NewFocus Financial Group in November 2013 to October 2014
Director of Operations / Chief Compliance Officer at Bandon Capital Management, LLC in January 2008 to October 2014
Operations Manager at Heritage Capital Management in March 2004 to February 2007
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Account Management
Portfolio Accounting
SEC Compliance & Regulations
Tracking / Placing Trades
Client Relationships
Evaluating Vendors
Operational Support
Calculating Performance
MS Office
Custodial Interfacing
Office Administration - Payroll, HR, Insurance
Hedgefund Operations
Junxure|Axys|Schwablink|Qube
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Discover more about WealthFactorWhat is Brie Valant email address?
Email Brie Valant at [email protected]. This email is the most updated Brie Valant's email found in 2026.
How to contact Brie Valant?
To contact Brie Valant send an email to [email protected]. (updated on February 14, 2025)
What company does Brie Valant work for?
Brie Valant works for WealthFactor
What is Brie Valant's role at WealthFactor?
Brie Valant is Head of Client Services
What is Brie Valant's Phone Number?
Brie Valant's phone (***) ***-*205
What industry does Brie Valant work in?
Brie Valant works in the Financial Services industry.
Brie Valant Email Addresses
Brie Valant Phone Numbers
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