Valerie is a Senior Partner based in the New York area with over 25 years of experience driving business growth and innovation across the financial services landscape. She builds enduring strategic partnerships by deeply understanding client needs and crafting tailored solutions spanning business lines, asset classes and functional expertise. Valerie’s strength is in leading large complex organizations to embrace change, disrupt from within, and advance through new technologies and business models. 

Valerie excels at bringing together diverse stakeholders and subject matter experts to reimagine solutions and maximize value. She has led cross-functional teams across business lines and asset classes. As a proven leader of high-performance teams, Valerie leverages data and analytics to align partners, maximize collaboration, and uncover new client opportunities. 

Valerie’s recent work includes:

• Strategizing with an early-stage fintech startup on a blockchain-enabled digital asset platform

• Aligned revenue metrics on behalf of a global bank to implement cross-product solutions that increased client wallet share in Equities, Fixed Income, and Central Funding

• Established a client engagement model for a newly-launched trading group concentrated on digital assets, tokenization, benchmarking, and collateral lending innovations to unlock revenue

• Spearheaded the evaluation and due diligence process for potential investments in early-stage FinTech and ESG funds through the company's strategic venture capital arm, leveraging expertise to identify promising opportunities within top-tier financial firms' investment vehicles

Prior to Next Access, Valerie was an accomplished executive on Wall Street for 25 years. She started her career in Equities at Morgan Stanley; worked for Hong Kong-based investment group CLSA; and most recently spent 12 years at Royal Bank of Canada. At RBC, Valerie leveraged her expertise in Equities into leading the newly-created Asset Management and Hedge Fund client effort within the Global Markets Relationship Management team. In that role, she led business strategy and client engagement for enterprise clients across the US, Canada, and Europe. Valerie’s GTM strategy focused on enhancing deeper client relationships with tailored product offerings across Fixed Income, Equities, and Financing.

Valerie earned an M.B.A. in Finance from The Wharton School of the University of Pennsylvania and a B.A. in History and Literature from Harvard University.