Valerie Maldonado
Lead Client Relationship Associate
Valerie Maldonado is a lead client relationship associate at Ferguson Wellman, based in Portland, Oregon. She joined the firm in 2023 and works closely with clients of portfolio manager Tara Kinateder.
In her role, Valerie supports clients in a variety of ways such as transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests.
She began her career in sales on Wall Street and has held various administrative and client service roles throughout her career.
Education and Designations:
- Bachelor of Arts in English Literature, University of Central Florida