Debra Valenti
Financial Planner at EY
- Role
- Senior Financial Planner at EY
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Senior Financial Planner
Oct 2013 — Present
Senior Financial Planner / Client Service October 2013 to Present• Cultivate relationships through providing education on specific employer benefits• Analyze personal and investment data for use in financial report generation • Create custom projections to guide clients in making informed decisions• Advise clients on monetary goals including investment strategies, retirement, education,cash and debt management, estate, and tax planning• Develop strategies to enhance individual’s retirement goals
Education
University of South Carolina
B.A., Journalism, Public Relations, Advertising
1979 — 1983
Skills
- Equity Trading
- Series 7
- Series 63
- Investments
- Equities
- Alternative Investments
- Wealth Management
- Finance
- Marketing
- Financial Services
- Financial Analysis
- Options
- Portfolio Management
- Asset Management
- Mutual Funds
- Series 65
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