Valerie Marquez, serves as a Senior Client Service Associate at Tolleson Wealth Management. She works on the Client Advisory Team to provide operational and administrative support to clients of substantial wealth. Valerie also coordinates information requests for client investment accounts and other business activities in addition to providing concierge services and other account assistance.
Prior to joining Tolleson Wealth Management in 2017, Valerie worked at JPMorgan Chase as a Private Client Banker and worked alongside financial advisors to assist with client planning. Prior to JPMorgan Chase, Valerie worked in various private banking roles since starting her career in 2012.
Valerie graduated from the University of California-San Diego with a degree in Political Science. She enjoys traveling, spending time with friends, and adventures with her German Shepherd named Draco.