Valerie Acevedo

Valerie has over two decades of experience in the accounting, brokerage, and investment industries and has supervised team members for the majority of her career. Valerie’s experience includes overseeing institutional client reporting across North America and APAC regions, aiding in the completion and distribution of audits, due diligence, compliance reporting, SSAE, Schedule C 5500’s, and ERISA annual reporting requirements, and developing and maintaining processes to ensure procedures align with regulatory requirements.

As a Client Relationship Specialist at Sendero^®, Valerie uses her strong communication skills to provide our clients with exceptional customer service. She is responsible for assisting with new client onboarding, opening and funding new accounts, supporting existing client service requests, and maintaining information within Sendero’s systems to preserve accurate and complete records.

Valerie joined Sendero^® in 2024, bringing with her an impeccable attention to detail. Valerie’s strategic and analytical skills help her to successfully manage and complete complex tasks and projects. Her results-oriented mindset keeps her committed to helping clients reach their goals and maintain success.