Tommyjoe Valenzuela Email and Phone Number
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Tommyjoe Valenzuela personal email
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At Vervent, my role as Vice President of Sales focuses on cultivating lasting partnerships and driving strategic growth throughout the Western region. My expertise lies in offering service solutions across various asset classes, ensuring that both our clients and company thrive.With a proven track record in new business development and key account management, I have been instrumental in expanding our service offerings and enhancing portfolio performance. Our team's dedication to excellence has solidified Vervent's reputation as an industry leader in complex financial services.
Vervent
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Vice President Of SalesVervent Jul 2020 - PresentSan Diego, Ca, UsSeek and develop sales opportunities in the Western region. Support financial clients and partners with Loan and Lease Servicing, Call Center Services and Backup Servicing. Consult across a variety of asset classes to maximize portfolio performance, build mutually beneficial relationships and contribute to the growth and stability of Vervent and the industry as a whole. Vervent sets the standard of out-performance in complex service industries by delivering superior industry expertise, future-built technology and meaningful services that are built for speed. Our solutions - Loan Servicing, Lease Servicing, Backup Servicing, Call Center Services and Third-Party Collections - empower companies to accelerate business and drive compliance. As the fastest growing servicer of loan and lease portfolios in North America, Vervent puts 100% of our focus on servicing. We don’t originate loans or own portfolios, we provide world-class financial service solutions to support our clients in a non-competitive environment so they can focus on building their business. We hold ourselves to this higher standard because our clients depend on it and as a Vervent partner, frankly, we feel they deserve it. For the past three years, we have been awarded the top Morningstar Credit Ratings’ ranking, which is the highest certification available to assess overall excellence and mitigated operational risk in the servicing industry. The Vervent team maintains bulletproof relationships with key industry players, participates in rated securitizations and has a solid reputation for delivering rapid service success. Our vision is to drive organizations and individuals to exceed maximum potential. Accelerate with us at 888.486.2509 or Solutions@Vervent.com. -
Vp Trust SalesChristiana Trust, A Division Of Wilmington Savings Fund Society, Fsb Jan 2018 - Jul 2020Corporate and Institutional TrustsCorporations and institutions desire high-quality, value-added trust services and products.FeaturesOffering trustee services, escrow, custodial, and asset verification services, insurance trust services and special purpose entity services.Individual and Family TrustsProtect yourself and your family, regardless of what the future may bring.FeaturesMinimize the impact of income and estate taxesManage your financial assetsEnsure that you and your beneficiaries will be secure and protectedTommyJoe is responsible for creating and managing customer relationships with the originators, custodians, warehouse lenders and other participants in the Marketplace Lending ecosphere. Prior to joining Christiana Trust, TJ worked with VeriComply.com to educate and establish an industry revolution surrounding asset verification. Once these loan files have been verified and transformed into intelligent financial assets, we can help create significant benefit for loan originators, loan buyers, warehouse lenders, ABS sponsors and the countless professionals who today perform manual processes to assist the members of the lending ecosphere. TJ also worked with Millennium Trust Company as SVP Western Region Director, where he helped establish the brand for unique private/public fund services and custody throughout the western United States. TJ worked within the Alternative Solutions Group (ASG) to bring to market unique institutional custodial services for a range of customer from Registered Investment Advisors (RIAs), Investment Sponsors, Institutional Investors, Private Fund Managers and Individual investors. From 2010 to 2016, TJ was a driving force in growing AUC from $2 Billion to over $20 Billion.
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Executive Vice President Of SalesVericomply Mar 2017 - Jan 2018
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Svp Regional Director - Alternative Solutions GroupMillennium Trust Company Apr 2010 - Jan 2017Oak Brook, Il, UsMillennium Trust understands that the investment world is getting more complex by the day. For this reason, we strive to provide the resources needed to simplify and streamline the plethora of financial choices. We enjoy the opportunity to take a complex set of circumstances and find an alternative which fits the unique needs of our clients. Our approach is distinguished by offering precise, proven administrative and custodial services to a wide variety of individuals, investment professionals and institutions. Our expertise and customized solutions have enabled us to become an industry leader in administering alternative investments for Self Directed IRAs and Solo 401(k)s, creating customized Automatic Rollover solutions, breaking new ground with integrated solutions in Health Savings Accounts, and creating unique trading platforms in Investment Advisor Services. -
Western Region DirectorMillennium Trust Company Apr 2010 - Jan 2017Oak Brook, Il, Us -
Vp MarketingTrust Administration Services Aug 2004 - Mar 2010Trust Administration Services is a "self-directed" retirement plan company that specializes in the custody of retirement accounts (Traditional, Roth, SEP, Simple, Individual 401(k), and other custodial accounts) and the facilitation of "non-traditional" asset investing (Real Estate, Trust Deeds, Tax Liens, LPs, LLCs, or other private equities). We do not provide advice to our customers only information as it relates to their desired transactions. Assisting clients to avoid knowingly committing a prohibited transaction in their IRAs.
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Financial ConsultantAg Edwards Jan 2001 - Nov 2003UsAs Financial Consultat, I worked with individuals to plan for their financial futures by offering information and guidance on topics that include taxes, investments and insurance decisions. I worked closely with clients to offer personalized financial advice. Directed the buying and selling of stocks and bonds for my clients. -
Branch ManagerH&R Block Jan 1998 - Jan 2001Kansas City, Mo, Us
Tommyjoe Valenzuela Skills
Tommyjoe Valenzuela Education Details
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Uc San DiegoEconomics -
University Of PhoenixMarketing
Frequently Asked Questions about Tommyjoe Valenzuela
What company does Tommyjoe Valenzuela work for?
Tommyjoe Valenzuela works for Vervent
What is Tommyjoe Valenzuela's role at the current company?
Tommyjoe Valenzuela's current role is Vice President of Sales | New Business Development, Loan Servicing, Backup Servicing, Capital Market Services.
What is Tommyjoe Valenzuela's email address?
Tommyjoe Valenzuela's email address is to****@****ail.com
What is Tommyjoe Valenzuela's direct phone number?
Tommyjoe Valenzuela's direct phone number is (949) 340*****
What schools did Tommyjoe Valenzuela attend?
Tommyjoe Valenzuela attended Uc San Diego, University Of Phoenix.
What skills is Tommyjoe Valenzuela known for?
Tommyjoe Valenzuela has skills like Peer To Peer, Market Place Lending, Alternative Investments, Investments, Iras, Portfolio Management, Private Equity, Management, Hedge Funds, Retirement Planning, Business Development, Real Estate.
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