Advisory Marketing Specialist@ Stifel Financial Corp.
Saint Louis, Missouri, United States
Tommy Valenza
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FlashIntel GPTTommy Valenza is an experienced professional with 9.9 years of work experience in investment consulting, investments, business development, mutual funds, and financial planning. He is currently based in Saint Louis, Michigan, United States. Tommy has worked at Stifel Financial Corp. and its affiliated companies, where he has held positions such as Advisory Marketing Specialist and Internal Business Development Consultant. He also has experience as a Trading Service Representative at Wells Fargo Advisors. Tommy's expertise and skills make him a valuable asset in the financial services industry.
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About
Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.
...See MoreWork Experience
Advisory Marketing Specialist
Financial Services
Tommy Valenza's Professional Milestones
- Internal Business Development Consultant (2015-03-01~2016-11-01): Expanding client base and increasing revenue through strategic negotiation and effective product development.
- Trading Service Representative (2013-11-01~2015-02-01): Achieved consistent sales targets, providing exceptional customer service and building a strong reputation for clients.
Skill
Investment Consulting
Investments
Business Development
Mutual Funds
Financial Planning
Financial Services
Financial Advisory
Investment Advisory
Microsoft Office
Microsoft Excel
Certification
Colleagues
John Helmbrecht
Senior Architect | Product Owner | Cloud Services
Gurpreet Kaur
Senior Product Owner
Ami Parikh (SAFe 5 PO/PM , PMI-ACP)
Product Owner
Cory Potter
Product Owner | Salesforce DevOps
Timothy Law
Product Owner
Other Named Tommy Valenza
Frequently asked questions
We found 2 Tommy Valenza's email addresses
We found 1 Tommy Valenza's phone numbers
Tommy Valenza's social media include: Linkedin,
Tommy Valenza works for Stifel Financial Corp.
Tommy Valenza's role in Stifel Financial Corp. is Advisory Marketing Specialist
Tommy Valenza works in the industry of Financial Services
Tommy Valenza's colleagues are John Helmbrecht,Gurpreet Kaur,Ami Parikh (SAFe 5 PO/PM , PMI-ACP)
Tommy Valenza's latest job experience is Advisory Marketing Specialist at Stifel Financial Corp.
