Valerie Garcia
About Valerie Garcia
Valerie Garcia is an Account Representative at Woodruff Sawyer in San Francisco, California, where she has worked since 2018. She holds a Bachelor's degree in Spanish Language and Literature and a Bachelor of Arts in Communications-Advertising from Lee University, and has extensive experience in the financial services sector.
Work at Woodruff Sawyer
Valerie Garcia has served as an Account Representative at Woodruff Sawyer since 2018. In this role, she is responsible for managing client accounts and ensuring that their needs are met effectively. Her position is based in San Francisco, California, where she collaborates with various teams to deliver comprehensive insurance solutions.
Current Role at Wells Fargo
Valerie Garcia has been employed at Wells Fargo as a Personal Banker 2 since 2014. In this capacity, she assists customers with complex financial needs, including personal financial reviews, lending services, small business needs, investments, and retirement planning. She focuses on developing strong relationships with clients and Wells Fargo partners to connect customers with specialists for tailored financial solutions.
Education and Expertise
Valerie Garcia holds a Bachelor's degree in Spanish Language and Literature from Lee University, which she completed from 2005 to 2010. Additionally, she earned a Bachelor of Arts (BA) in Communications with a focus on Advertising during the same period. Her educational background supports her roles in account management and customer service within the financial sector.
Internship Experience
Valerie Garcia gained early professional experience through various internships. She worked as an intern in the Office of Publications at Lee University for four months in 2010. Prior to that, she interned at RNM Consultants for one month in 2009 and at PMI Mortgage Insurance Co. for two months in 2007. These internships provided her with foundational skills in communication and client relations.
Licenses and Certifications
Valerie Garcia holds a Financial Industry Regulatory Authority (FINRA) registration and state insurance licenses as part of her responsibilities at Wells Fargo. These credentials enable her to provide a range of financial services and ensure compliance with industry regulations.