Victoria is the Director of Client Services and a shareholder at Pine Valley Investments (PVI). Her passion for serving clients and relentless attention to detail have propelled her into this leadership position.
Victoria began her career at Morgan Stanley, where she honed her skills as a Client Service Representative for four years. In March of 2016, Victoria joined PVI as a Client Service Representative. She has been instrumental in facilitating advisor transitions from various institutions. Her commitment to understanding the unique goals of each advisor regarding their respective clients has positioned her as a trusted resource at PVI. Victoria also assists in designing and implementing firm procedures for both compliance and operations.
Victoria has a Finance degree from Rutgers University and holds a series 65 license.