Beth R. Valera Email & Phone Number
Who is Beth R. Valera? Overview
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Beth R. Valera is listed as Private Client Associate at Perigon Wealth Management, a with 124 employees, based in Cranford, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Beth R. Valera.
Beth R. Valera previously worked as Client Service Associate at Gitterman Wealth Management, Llc and Client Service Associate at Gitterman Wealth Management, Llc. Beth R. Valera holds Soft Skills Training | Workforce Readiness from Union County College.
Email format at Perigon Wealth Management
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About Beth R. Valera
Highly-motivated, dependable administrative professional with a diverse background providing comprehensive support to executives and cross-functional teams in a fast-paced environment. Deliver sustainable results through strong attention to detail, high levels of organization, and complex problem-solving. Self-motivated, with the ability to communicate across all levels of an organization. Equally comfortable working independently or as an integral member of a team. Thrive in a fast-paced, high-volume environment with the ability to manage multiple tasks simultaneously. Highly computer literate with proficiency in Microsoft Office Suite, Social Media platforms, Internet Explorer, and Windows OS.• Exemplary Client Services• Data Processing / Data Entry• Superior Time Management• Excellent Interpersonal Skills• Meeting Facilitation• Calendar Management• Travel Coordination• Superior Time Management• Skilled at Multi-Tasking• Critical Thinking• Ability to Maintain Confidentiality• Strong Technical Skills
Beth R. Valera's current company
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Beth R. Valera work experience
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Client Service Associate
Client Service Associate
Associate
Personal Banker/Customer Service Representative
Office Manager
Deli Associate
Office Manager
● Facilitated daily operations of a high-volume office by overseeing administrative functions.● Identified opportunities for improvement and implemented improved processes to improve efficiencyand office organization.● Developed and executed office policies by establishing standards and procedures.● Fostered an environment of collaboration and team spirit to encourage unity across the organization.
Executive Assistant
Teacher
Colleagues at Perigon Wealth Management
Other employees you can reach at perigonwealth.com. View company contacts for 124 employees →
Willis Dobbs, Cfa
Colleague at Perigon Wealth ManagementAtlanta, Georgia, United States
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Michael Lombardo
Colleague at Perigon Wealth ManagementWestport, Connecticut, United States
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Christine Saunders
Colleague at Perigon Wealth ManagementCorona Del Mar, California, United States
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DK
Dean Kuhlkin
Colleague at Perigon Wealth ManagementUnited States
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DM
Danny Mcauliffe, Cfp®
Colleague at Perigon Wealth ManagementSan Francisco, California, United States
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JD
Jeanna Dove
Colleague at Perigon Wealth ManagementUnited States
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RH
Rob Hardwick, Cfp®
Colleague at Perigon Wealth ManagementParsippany, New Jersey, United States
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MV
Manuel Villegas
Colleague at Perigon Wealth ManagementLa Junta, Colorado, United States
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JP
Jacob Paraiso
Colleague at Perigon Wealth ManagementUnited States
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BB
Beth Bosworth, Cfp®
Colleague at Perigon Wealth ManagementAtlanta, Georgia, United States
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Beth R. Valera education
Soft Skills Training | Workforce Readiness
Education record
Education record
Education record
Frequently asked questions about Beth R. Valera
Quick answers generated from the profile data available on this page.
What company does Beth R. Valera work for?
Beth R. Valera works for Perigon Wealth Management.
What is Beth R. Valera's role at Perigon Wealth Management?
Beth R. Valera is listed as Private Client Associate at Perigon Wealth Management.
Where is Beth R. Valera based?
Beth R. Valera is based in Cranford, New Jersey, United States while working with Perigon Wealth Management.
What companies has Beth R. Valera worked for?
Beth R. Valera has worked for Perigon Wealth Management, Gitterman Wealth Management, Llc, Fountainhead Advisors, Two River/Oceanfirst Bank, and Green House Solar.
Who are Beth R. Valera's colleagues at Perigon Wealth Management?
Beth R. Valera's colleagues at Perigon Wealth Management include Willis Dobbs, Cfa, Michael Lombardo, Christine Saunders, Dean Kuhlkin, and Danny Mcauliffe, Cfp®.
How can I contact Beth R. Valera?
You can use AeroLeads to view verified contact signals for Beth R. Valera at Perigon Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Beth R. Valera attend?
Beth R. Valera holds Soft Skills Training | Workforce Readiness from Union County College.
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