Valeo Financial Advisors LLC
The Municipal Bond Trader at Valeo Financial Advisors executes municipal bond transactions for client portfolios, ensuring best execution and compliance with investment guidelines. The role involves market analysis, trade execution across multiple venues, and collaboration with investment teams to support advisors and manage risk.
Valeo Financial Advisors, provides fee-only, independent, financial planning and investment advice. We focus on a client’s entire financial picture...
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Valeo Financial Advisors LLC.
Valeo Financial Advisors LLC didn’t post a salary, so this is our estimate from similar listings.
26% below the average for this role