Claire Vallejo is a Client Service Specialist who joined intellicents in September of 2018. Claire comes to our team working in the industry for over six years with a background in administrative support. Prior to joining intellicents, Claire worked as an executive assistant for Kornitzer Capital Management where she reported to the founder and CEO of the company while supporting the surrounding departments: Operations, Portfolio Managers, and Research Analysts. She collaborated with all administrative assistants to manage and maintain daily schedules for the entire company, as well as worked with partner vendors to produce company newsletters.
education & certifications
Claire obtained her Bachelors degree from the University of Kansas in Business Marketing and and has previously passed the following securities exams:
Series 65 - Uniform Investment Adviser
my idea of
living the dream
Waking up everyday excited to help others while still having the time and financial resources to travel and make new memories with the people I love.
this is my
To me, getting to both use my experience and learn new things and bring those skills and suggestions to a project or task where I know the efforts will be appreciated is a dream job.
this is how i
make it real
Playing cards with my family, cuddling with my cats, drinking wine at book club, and going to concerts with my husband.