Bio
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Topline AI
Patty Valdez is a seasoned talent acquisition and financial planning professional with 8+ years of experience in managing recruitment processes and providing financial guidance. She has held leadership roles at Navy Federal Credit Union and Tate Capital Enterprise, and has expertise in talent acquisition, financial planning, and customer service.
Experience
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United States
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Financial Services
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1 - 100 Employee
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Talent Acquisition Manager
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Dec 2021 - Present
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Talent Acquisition Manager
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Dec 2021 - Present
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LEGACY GLOBAL ENTERPRISE
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Arnold, Maryland, United States
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Talent Acquisition Manager | Financial Planning Consultant
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Dec 2021 - Mar 2022
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Arnold, Maryland, United States
We utilize innovative accumulation and savings strategies to help our clients get on track to reach their financial goals. We specialize in tax-free retirement and investment options. These accounts are also guaranteed not to lose yet still average 8-9% growth! Feel free to message me to set up complimentary financial consultation.
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United States
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Financial Services
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700 & Above Employee
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Mortgage Loan Processor
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Aug 2020 - Feb 2022
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Member Service Representative
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May 2013 - Aug 2020
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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References
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