Jennifer Valdez

President of the Americas at intelliflo
On the record

President of the Americas at intelliflo, a company that provides industry-leading technology to power the financial advisory experience, helping customers thrive and grow.

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  • RIAs and independent advisors possess a unique vision and entrepreneurial spirit. All too often, that passion goes unrewarded thanks to the technology and service providers that consciously under-service them. Our outsourced solutions are provided with exceptional service by deeply experienced professionals who have one goal in mind: helping the advisor grow and succeed.

    24 June 2021
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