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"Your Financial Choices" on NEWSTALK AM 790 WAEB
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Support Staff |
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BETTY ADAM Sales Assistant to Tom Riddle Betty has been employed by Valley National since January 22, 1996. Currently an administrative assistant to Thomas Riddle, she also provides Daily Money Manager services to those who need assistance with their day to day monetary affairs. Betty has attained the Certified Senior Advisor (CSA) designation to increase her awareness of issues that may affect Seniors |
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BRANDO CRUZ VNA Coordinator Ildebrando E. Cruz has 28 years experience in customer service and operations. Mr. Cruz worked nine years in the banking industry for many aspects of customer service and operations, Head Teller, Saving Control Clerk, Payroll Clerk, Customer Account Representative, IRA Coordinator and Service Manager in the Private Banking Division. Mr. Cruz joined MBP Associates, Inc. in 1989 as a Senior Administrator and Sterling Capital Planners, Inc. (sister company of MBP Associates) in 1999 as Vice President of Operations. Mr. Cruz joined Valley National Group, Inc. in 2007 as Asset Management Coordinator. |
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DONNA D'IMPERIO Tax Specialist/Client Relations Manager Donna has tax experience dating back to 1994, and is an Enrolled Agent with the IRS, capable of handling any individual income tax issue. Also being a Registered Representative of Valley National Investments, Donna is the Client Relationship Manager of the Phillipsburg office. |
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SHELLEY D'IMPERIO Accounting Assistance/Client Communications Shelley has had tax preparation experience as an Accounting Assistant since 2003, and serves as the Client Communications Director of the Phillipsburg office. |
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GALE GAFFNEY Accounts Payable/Apartment Manager Gale is the Bookkeeper/Accounting Manager for Valley National Group, Inc. and Property Manager for the Nesquehoning & Summit Hill School Apartments. |
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CAROLINE KOHLER
Receptionist/Office Assistant Caroline has been greeting the clients of Valley National for six years. Originally from upstate New York, she now resides in Allentown. |
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JOANNE KURTZ
Office Assistant Joanne is an Office Assistant with an Associate Degree in Business Administration. She has been with the firm for over two years. Prior to being a stay-at-home Mom, Joanne has experience in the Banking Industry for nine years. |
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ROXIE MUNOZ Insurance/Office Manager Roxie Muñoz holds two insurance designations: CLU and FLMI. She is the Insurance Manager at our firm and has over 25 years in the financial service industry. She has assisted hundreds of clients in the review and improvement of their insurance portfolios. She is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Professionals (FSP). |
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CHRISTOPHER STORCK Back Office Operations Chris has 23 years experience in the Financial Services industry. Mr. Storck worked for 14 years in Fixed Income Operations as Assistant Manager for HSBC Securities, Inc. in NYC specializing in Government Securities Clearing Corp Trade Comparison, Trade Reconciliation and Fail Control. He relocated to Pennsylvania in 1996 and joined Valley National Investments, Inc. in 1999 as an Operations Associate specializing in Client Service, Trade Reconciliation, Account Setup and Maintenance, Cashiering, Commission Processing and Compliance Administration. |
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HANNAH TATU IT Mrs. Tatu is the IT maven for Valley National Group, Inc. Mrs. Tatu received a degree in Philosophy from Temple University and used her degree to lead her into a local environmental engineering firm and finally pinpointed her focus to IT with VNG in 2005. She continues to enjoy everyday problems and solutions that come up with both clients and employees in the offices of VNG. |
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DONNA YOUNG Assistant to Tom Riddle/Compliance Donna has been employed by Valley National since 1989. She is currently sales assistant to Thomas Riddle and is also his Designated Compliance Principal. Donna holds the Series 7, Series 65 and Series 24 (General Securities Principal) licenses. She also holds her Insurance license and is a Certified Paraplanner. |
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Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. Valley National Financial Advisors is the marketing name for Valley National Group, Inc. and its affiliates. |
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