R Todd Valleau is a high-level professional, who works in White Knight Capital on the position of Managing Partner since 2018. This person gained professional experience in more than six positions at different companies. R Todd Valleau went to the American College and received education from 2008 to 2016. This person has such qualifications as Accredited Investment Fiduciaruy. Paoli, Pennsylvania is the city, where this person was known to be situated. This person's phone number and email are accessed through this website by request.
Name variants:
R Valleau
Last updated Jun 13, 2024
Contact Information
Last Update
Jun 30, 2022
Email
to**@nmfn.com
Location
Paoli, PA
Company
White Knight Capital
Workplace
Managing Partner
Work History
Managing Partner
White Knight Capital is a boutique financial planning firm with offices in Paoli PA and Cherry Hill NJ. As fiduciaries, we always make sure our client needs come first. www.WhiteKnightCapita...
from Jan 2018
Financial Advisor
161 Washington St, Conshohocken, PA 19428
Helping families and business owners create a solid financial plan through the use of different insurance and investment, products and strategies.
Nov 2012 — Dec 2017
Financial Representative
720 east Wisconsin Ave, Milwaukee, WI 53202
Helping people create financial security.
Jan 2008 — Nov 2012
Education
2008 — 2016
1991 — 1996
Occupations
Executive
Managing Partner
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Partner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Retirement Planning
Leadership
Insurance
Finance
Asset Allocation
Training
Business Development
Financial Advisory
Selling
Portfolio Management
Small Business
Mortgage Lending
Financial Planners
Employee Benefits
Human Resources
Coaching
Sales
Financial Analysis
Premium Financing
Estate Planning
FAQs about R Todd Valleau
What's the main profession of R Todd Valleau?
This professional's job is Managing Partner
What jobs is R Todd Valleau proficient at at?
R Todd Valleau is a professional Executive and Managing Partner jobs.
Where does R Todd Valleau live?
R Todd Valleau lives in Paoli, Pennsylvania.
Does the professional have the email address?
to**@nmfn.com is The expert's email address.
Where did R Todd Valleau work?
R Todd Valleau worked at White Knight Capital, 1847Financial.
Where has R Todd Valleau studied?
R studied at the American College from 2008 to 2016.
What are the certifications of R Todd Valleau?
This expert received the following certifications: Accredited Investment Fiduciaruy.
Are there any industries, that R Todd Valleau is connected to?
This professional works in Financial Services industry.