Valley National COO to Speak at Technology Seminar

April 29th, 2015

April 2015 – Valley National Financial Advisors’ Executive Vice President and Chief Operating Officer, Matthew Petrozelli was selected as a speaker at the 2015 Envestnet Advisor Summit.

mattpetrozelliLOWRESThe three-day event in Chicago is focused on “concepts that are becoming a reality in reshaping the financial services industry.” Petrozelli was selected to be part of an expert panel based on his leadership role in successfully adopting and integrating the Taramac Advisor CRM system into daily operations.

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