Valentina joined BigSur in January 2018 as an Operations Analyst. Valentina brings several years of experience working in the financial industry in the areas of operations, client services, and financial planning.
Prior to joining BigSur, she worked in two boutique wealth management firms in Miami, FL serving high net worth clients and families. Some of her main focuses included monitoring investment portfolios, working on comprehensive personal financial plans, and managing client relationships.
Valentina obtained her bachelor’s degree from the University of Miami and then earned her Master of Business Administration and Master of Science in Finance degrees from Florida International University. Prior to graduate school, Valentina also worked in the areas of healthcare finance and eligibility with a large healthcare provider in Miami, FL.
Employee(s) and/or advisor(s) mentioned above may be employed by or associated with BigSur Partners, LLC or BigSur Wealth Management, LLC, a 100%-owned subsidiary of BigSur Partners, LLC. For further information, please contact us at 305-740-6777 or at email@example.com