Professional Financial Planning / Investment Management Experience
As the main contact for our financial clients, she makes sure that everyone receives the best possible service and attention. Her aim is to make every client feel valued, special and like family.
Valerie has worked with the Shah team since 2015.
She having had past experience in the financial compliance area, working alongside attorneys in several Wall Street investment firms. A Brooklyn native, she moved to Monroe in 2001 and now lives in Englishtown with her husband and two sons.