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David Valley Email & Phone Number
Client Services Associate
at
Altara Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Services Associate
Location
Methuen, Massachusetts, United States
Who is David Valley? Overview
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Quick answer
David Valley is listed as Client Services Associate at Altara Wealth, based in Methuen, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for David Valley.
David Valley previously worked as Client Services Associate at Boston Wealth Strategies / Inc. 5000 Company and Financial Services Representative at Td. David Valley holds Bachelor'S Degree, Finance, General from University Of Massachusetts Lowell.
Company email context
Email format at Altara Wealth
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Altara Wealth
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Profile bio
About David Valley
David Valley is a Client Services Associate at Altara Wealth.
Current workplace
David Valley's current company
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6 roles
David Valley work experience
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Client Services Associate
Current
Feb 2024 - Present
Financial Services Representative
Act as a leader for newer tellers/customer service reps Work hand in hand with branch Financial Advisor Licensed to sell fixed annuities to help bolster customer retirement plansAttend monthly wealth champion meetings
Jul 2023 - Feb 2024
Sep 2022 - Jul 2023
Customer Experience Coordinator
Open personal accountsPerform account reviews to ensure customer’s are in the best products
Mar 2022 - Sep 2022
Mar 2021 - Mar 2022
2 education records
David Valley education
Bachelor'S Degree, Finance, General
Associate'S Degree, Business Administration And Management, General
FAQ
Frequently asked questions about David Valley
Quick answers generated from the profile data available on this page.
What company does David Valley work for?
David Valley works for Altara Wealth.
What is David Valley's role at Altara Wealth?
David Valley is listed as Client Services Associate at Altara Wealth.
Where is David Valley based?
David Valley is based in Methuen, Massachusetts, United States while working with Altara Wealth.
What companies has David Valley worked for?
David Valley has worked for Altara Wealth, Boston Wealth Strategies / Inc. 5000 Company, and Td.
How can I contact David Valley?
You can use AeroLeads to view verified contact signals for David Valley at Altara Wealth, including work email, phone, and LinkedIn data when available.
What schools did David Valley attend?
David Valley holds Bachelor'S Degree, Finance, General from University Of Massachusetts Lowell.
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