Connie comes to Valentine Capital with 20+ years of administrative, management, and client relation experience. She has rich knowledge in the world of economics from working with an array of investment and securities companies, including: Bear Stearns. Connie holds NASD registrations Series 7 and 63, and previously held registrations 24 and 4. She also received a Certificate of Human Resources Management from San Francisco State University.
Connie likes helping clients and the Valentine Capital Advisory Team with client and operational requests. “I’m a problem solver and I enjoy building strong service oriented relationships with our clients.”
