SENIOR ACCOUNT MANAGER
FAMILY OFFICE SERVICES
WOMACK BUSINESS MANAGEMENT*
Valerie has been in the business management industry for over 15 years specializing in serving the needs of actors, producers, musicians, professional athletes, family offices and high net worth clients.
She currently manages client business management relationships at Womack Business Management, overseeing personal-CFO/Family Office Services including accounting and day-to-day finances, with additional emphasis on business structure, compliance, and planning.
Senior Account Manager, Family Office Services, Womack Business Management, Inc.
Senior Account Manager, Squar Milner, LLP
Senior Account Manager, HCVT, LLP
Operations Supervisor of Business Management, Armanino, LLP
Assistant Controller, Nigro, Karlin, Segal & Feldstein
Valerie holds a Bachelor of Arts degree in Finance from the California State University of Northridge. Additionally, she obtained a certificate in Accounting from the University of California Los Angeles.
Valerie currently resides in Playa Del Rey. In her free time, she enjoys traveling, being by the beach, camping and spending time with her husband and two sons.
*Womack Business Management, Inc. and Womack Wealth Management, Inc. are separate but affiliated companies. Services are engaged through separate agreements for Womack Wealth Management, Inc., an SEC Registered Investment Adviser firm, and Womack Business Management, Inc. For clarity, Womack Business Management, Inc. is not a Registered Investment Adviser firm and provides separate services.