Years of experience: 20
Business Development ManagerStartup FounderExecutive CoachCompliance OfficerSales & BizDevHR
Trust Score
Exceptionally trusted; proven professional excellence.
Val's Career Path
Jun. 2023 -Jun. 2024
Lincoln InvestmentRegistered Representative
With over 50 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Our network has grown to over 1,000 financial advisors nationwide, and we serve the diverse financial needs of over 355,000 clients representing over $46.0 billion in assets. At Lincoln Investment, we treat each client relationship as the most imp...
Mar. 2023 -Present
CNO Financial GroupOptavise Sr Employee Benefits Processor
CNO provides life and health insurance, annuities, financial services and workforce benefits solutions through our family of brands. Optavise is a one-stop-shop for employee benefits programs, offering a combination of products, technology, and expert guidance—all from one company. As Senior Employee Benefits Processor, I embrace a pivotal role in guaranteeing the accurate processing of membe...
Jan. 2023 -Present
Healthcare Web SolutionsEmployee Benefits Specialist