Valeria Chepilev
10+ years driving growth across finance, startups & global teams - building at the intersection of business, tech & creativity
- Role
- Portfolio Manager at Avalan Wealth
- Location
- Santa Barbara, CA, US
- LinkedIn followers
- 500 followers
About Valeria Chepilev
I’m a digital transformation consultant who helps organizations streamline operations and achieve measurable results.With a recent Master’s in Technology Management focused on AI, and over 10 years of experience in finance, technology, startups, non-profit, and healthcare, I bring a global perspective and a track record of delivering impactful solutions. As a small business owner, I understand the realities of scaling and efficiency firsthand.My work includes- Building and leading operational teams in startups- Delivering automation projects that reduce costs and boost efficiency- Building scalable operational processes- Managing end-to-end project deliveryI specialize in translating AI and automation into real business value—driving process improvements, cost savings, and operational excellence. As a fractional partner, I help businesses achieve tangible, lasting impact.
Experience
Portfolio Manager
Nov 2025 — Present
Education
UC Santa Barbara
Master's degree, Technology Management
McGill University
Bachelor's degree, Business/Managerial Economics
2008 — 2012
Skills
- Analysis
- Market Research
- Financial Planning
- Econometrics
- Research
- Financial Operations
- Powerpoint
- Microsoft Excel
- Financial Analysis
- Microsoft Office
- Sales
- Data Analysis
- Financial Markets
- Investments
- Finance
- Financial Services
- Strategic Financial Planning
- Investment Strategies
- Sales Support
- Financial Modeling
- Economics
- Equities
- Asset Allocation
- Teamwork
- Banking
- Mutual Funds
- Project Management
- Fixed Income
- Portfolio Management
- French
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