Ep. 104 – Freedom Street Partners & Investment Executive, RJFS COO, Valerie Rivera

Second in Command: The Chief Behind the Chief with Cameron Herold

Second in Command with Cameron Herold

Business, Management, Careers, Entrepreneurship

4.9 • 224 Ratings

🗓️ 13 April 2020

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Our guest is COO Alliance Member Valerie Rivera, COO of Freedom Street Partners & Investment Executive, RJFS. Market corrections are a normal part of the business cycle and the COO must be ready to lead the team in pivoting whenever the situation calls for it. Valerie Rivera, the COO of Freedom Street Partners & Investment […]

Transcript

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0:00.0	Welcome to the Second in Command Podcast, produced by the C.O. Alliance and brought to
0:11.8	its founder Cameron Herald.
0:14.0	In the second-in-command podcast, we talked to top COOs who share the insights, strategies,
0:20.0	and tactics that made them the chief behind the chief.
0:23.5	And now here's your host, Cameron Harold.
0:30.0	With 18 years in the financial services industry, Valerie is series 7, 66, and 63 license.
0:36.0	Valerie obtained her bachelor's degree in finance at Ramapo College of New Jersey.
0:40.1	She moved from New York to Virginia in 2002 where she began her career as American Funds,
0:45.2	or at American Funds as a shareholder services representative. She became a financial advisor for
0:49.2	Edward Jones in 2004 where she remained until joining Freedom Street Partners in October of 2017.
0:56.0	Currently Valerie serves as Freedom Street Partners Chief Operating Officer.
0:59.5	And prior to us jumping into the podcast, which I'm looking forward to do. Valerie is actually a
1:03.3	member of the CEO of alliance. I have to read a quick disclosure because of the
1:07.1	industry that they're in. So securities offered through Raymond James Financial Services
1:12.1	Inc member FNR FINRN S. offered through Raymond James Financial Services Inc. Member F N-I-R-F-Bin-S-I-P-C.
1:16.0	Investment Advisory Services Services Offered through Raymond James Financial Services
1:19.2	Advisors, Inc. Freedom Street Partners,
1:21.4	is not a registered broker-dealer and is independent of Raymond James financial services.
1:25.8	Investing involves huge risk and you may incur a profit or loss regardless of strategy selected.
1:30.8	CEO Alliance and Cameron Herald are not affiliated with Raymond James.
1:34.6	So there we go.
1:35.6	We are done the disclosure and we can dive into the interview.
	...

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