View in portrait for best experience

Valerie Mizell

Operations Manager

Valerie Mizell facilitates all aspects of internal and external communications for the Everland Sandry Team at Moneta while providing exceptional customer support as a Client Service Administrator. She has a track record of being highly organized and adept at managing multiple projects.

Valerie earned her bachelor’s degree from Arizona State University.

Prior to joining Moneta in 2023, she gained experience in administrative support and managing client-centric operations for top level managers and business owners.

Away from work, Valerie tries to be outside and as active as possible. She is a yogi, cyclist, snowboarder, hiker, explorer, and traveler.

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

T is for Tariffs

T is for Tariffs

November 20, 2024

That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...

One Week Later…

One Week Later…

November 13, 2024

Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...

Reinventing the Gap Year:  Stories from the Trenches 

Reinventing the Gap Year:  Stories from the Trenches 

November 11, 2024

Download the PDF here Today’s teenagers face tremendous pressure. Before the first bell rings freshman...

Monthly Recap – October 2024

Monthly Recap – October 2024

November 8, 2024

Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk mark...

VIEW ALL ARTICLES

Let’s make every moment count together…