Vanessa Valente

Vanessa Valente, CFP®, has a wealth of experience in the financial industry, with a focus on commercial implementation, distribution of investment funds to B2B/B2C clients, and strategic direction for fund acquisition. Vanessa has held roles such as Commercial Manager, Director of Consulting, and National Sales Manager. Vanessa has expertise in prospecting new business, managing exclusive/restricted funds, and building relationships with high-net-worth clients. Additionally, Vanessa specializes in infrastructure investments and credit risk analysis. Vanessa holds an MBA in Business Strategy and degrees in Financial Economics and Economics.