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Liset Valle-Jimenez Email & Phone Number

Sr. Wealth Client Management Consultant at CAPTRUST
Location: Lake Mary, Florida, United States 5 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
CAPTRUST
Role
Sr. Wealth Client Management Consultant
Location
Lake Mary, Florida, United States

Who is Liset Valle-Jimenez? Overview

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Quick answer

Liset Valle-Jimenez is listed as Sr. Wealth Client Management Consultant at CAPTRUST, based in Lake Mary, Florida, United States. AeroLeads shows a matched LinkedIn profile for Liset Valle-Jimenez.

Liset Valle-Jimenez previously worked as Client Insight Program Strategy Manager at Schwab Advisor Services and Go-to-Market Digital Enablement Strategy Manager at Schwab Advisor Services. Liset Valle-Jimenez holds Bachelor Of Arts - Ba from University Of Central Florida.

Company email context

Email format at CAPTRUST

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CAPTRUST

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Profile bio

About Liset Valle-Jimenez

Liset Valle-Jimenez is a Sr. Wealth Client Management Consultant at CAPTRUST.

Current workplace

Liset Valle-Jimenez's current company

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CAPTRUST
Captrust
Sr. Wealth Client Management Consultant
Raleigh, NC
Website
captrustadvisors.com
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5 roles

Liset Valle-Jimenez work experience

A career timeline built from the work history available for this profile.

Sr. Wealth Client Management Consultant

Current
Captrust

Raleigh, Nc, Us

Feb 2024 - Present

Go-To-Market Digital Enablement Strategy Manager

Schwab Advisor Services

San Francisco, Ca, Us

Feb 2020 - Jan 2022

Sales, Service & Operations Relationship Management Support

Schwab Advisor Services

San Francisco, Ca, Us

Apr 2017 - Feb 2020
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts →

JB Josh Bingtan, Cfp® Josh Bingtan, Cfp® Colleague at CaptrustSacramento, California, United States View → JG Jackie Gonzalez Jackie Gonzalez Colleague at CaptrustSan Antonio, Texas, United States View → TF Tanner Fields, Cfp® Tanner Fields, Cfp® Colleague at CaptrustRaleigh, North Carolina, United States View → JP Jon P. Atchison, Cissp®, Cgeit®, Crisc® Jon P. Atchison, Cissp®, Cgeit®, Crisc® Colleague at CaptrustUnited States View → IL Isaiah L. Isaiah L. Colleague at CaptrustIrvine, California, United States View → PF Patrick Flint, Ppc™ Patrick Flint, Ppc™ Colleague at CaptrustRaleigh, North Carolina, United States View → EE Eric Ensign, Cpa Eric Ensign, Cpa Colleague at CaptrustPhoenix, Arizona, United States View → SB Spencer Brown, Cfp® Spencer Brown, Cfp® Colleague at CaptrustRaleigh, North Carolina, United States View → BR Beth Raymond, Cfp® Beth Raymond, Cfp® Colleague at CaptrustBoston, Massachusetts, United States View → PR Pat Rosvold Pat Rosvold Colleague at CaptrustGreater Minneapolis-St. Paul Area, United States View →
1 education record

Liset Valle-Jimenez education

  • University Of Central Florida
    University Of Central Florida
    Bachelor Of Arts - Ba
FAQ

Frequently asked questions about Liset Valle-Jimenez

Quick answers generated from the profile data available on this page.

What company does Liset Valle-Jimenez work for?

Liset Valle-Jimenez works for CAPTRUST.

What is Liset Valle-Jimenez's role at CAPTRUST?

Liset Valle-Jimenez is listed as Sr. Wealth Client Management Consultant at CAPTRUST.

Where is Liset Valle-Jimenez based?

Liset Valle-Jimenez is based in Lake Mary, Florida, United States while working with CAPTRUST.

What companies has Liset Valle-Jimenez worked for?

Liset Valle-Jimenez has worked for Captrust and Schwab Advisor Services.

Who are Liset Valle-Jimenez's colleagues at CAPTRUST?

Liset Valle-Jimenez's colleagues at CAPTRUST include Josh Bingtan, Cfp®, Jackie Gonzalez, Tanner Fields, Cfp®, Jon P. Atchison, Cissp®, Cgeit®, Crisc®, and Isaiah L..

How can I contact Liset Valle-Jimenez?

You can use AeroLeads to view verified contact signals for Liset Valle-Jimenez at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Liset Valle-Jimenez attend?

Liset Valle-Jimenez holds Bachelor Of Arts - Ba from University Of Central Florida.

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