Albert Valencia

Client Transfer Specialist

As a Client Transfer Specialist, Albert is dedicated to bridging the gap between our clients and our financial service providers in a seamless manner. He is also committed to continuous improvement, brings an analytical mindset, and supports the team by creating detailed reports within our databases to streamline internal operations.

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Albert received his bachelor’s of science degree in Economics with a concentration in Managerial Economics from George Mason University. He currently resides in the Northern Virginia area and during his free time enjoys weight lifting, Muay Thai/Brazilian Jiu-Jitsu training, reading, and spending time with his two cats.

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