Valerie Arroyos

Managing Director & COO

Valerie serves as Managing Director & COO, where she is primarily responsible for enterprise operations, human resources, project management and marketing. Additionally, she is a member of the Executive Committee, which serves to guide and execute the Firm’s strategic direction and initiatives.

With over 18 years of experience in financial services, Valerie’s role is supported by a career that spans across insurance, banking and investment firms, where she has held various positions of increased responsibility and management in sales, sales support, marketing, accounting, compliance, legal, human resources, customer service, project management, national accounts, IT and business intelligence.

Valerie earned her bachelor’s degree in Sociology, with a minor in Business from The University of Texas at Austin.

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