Valerie Weis, CFP®

Associate Partner

United States20 yrs 5 mos experience

Highly Stable

Key Highlights

Nearly 20 years of expertise in financial services.
Proven track record in optimizing financial processes.
Passionate about innovation in the digital landscape.

Stackforce AI infers this person is a Fintech expert with a strong focus on Salesforce solutions and client-centric financial services.

Contact

Skills

Core Skills

Project ManagementStrategic PlanningSalesforce/ncino CrmChange ManagementFinancial AdvisoryFinancial PlanningSales ManagementClient-centric StrategiesInvestment StrategiesMarketing Management

Other Skills

SalesRetirement PlanningTeam LeadershipFinancial AnalysisSoftware ImplementationWorkflow OptimizationBusiness Process ImprovementWealth Management ServicesCertified Financial PlannerPublic SpeakingAgile MethodologiesCross-functional Team LeadershipWealth ManagementPortfolio ManagementInvestment Banking

About

Valerie Weis brings nearly 20 years of expertise in financial services, excelling in retail, business banking, wealth and asset management, as well as Salesforce and nCino solutions. Passionate about innovation, Valerie thrives in the dynamic digital landscape, tackling complex challenges to enhance client experiences. She is dedicated to empowering businesses with the tools to make informed decisions, driving superior outcomes for financial services companies and their clients. Valerie’s solutions are grounded in scalability and practicality, targeting acquisition, growth, and retention objectives while ensuring seamless end-user adoption and delivering world-class client-centric experiences. Passionate about behavioral finance and transformational journeys, she leverages her expertise to guide clients through significant changes with ease. Her proven track record in optimizing financial processes highlights her commitment to driving meaningful impact and achieving excellence within any organization.

Experience

20 yrs 5 mos

Total Experience

4 yrs 11 mos

Average Tenure

2 yrs 8 mos

Current Experience

Atrium

2 roles

Senior Director, Financial Services - GTM

Promoted

Oct 2025 – Present · 7 mos · Remote

Director, Financial Services - GTM

Nov 2022 – Oct 2025 · 2 yrs 11 mos · Remote

Strategic leader bridging the gap between clients, marketing, delivery, and sales to drive data-informed, high-value business outcomes in the financial services sector. Leverage extensive industry experience and a data-first mindset to shape go-to-market strategies and ensure project success.

Project ManagementStrategic Planning

Salesforce

Partner Advisory Board Member - Financial Services

Sep 2023 – Present · 2 yrs 8 mos

Financial Services Partner Advisory Board member, leveraging Salesforce and financial expertise to shape solutions, advocate for clients, and drive sector innovation. Building industry connections for a direct impact on financial technology's evolution.

1st source bank

3 roles

Division Head, Salesforce CRM & Workflow Strategy

Promoted

Feb 2017 – Nov 2022 · 5 yrs 9 mos

Expertise in Salesforce/nCino CRM and workflow solutions
Led enterprise-wide implementations, change management initiatives, and system enhancements
Drove measurable improvements in sales, customer satisfaction, and operational efficiency
Chaired CRM steering committee, fostering cross-functional collaboration
Championed data-driven decision-making to optimize business outcomes

Project ManagementStrategic PlanningSalesforce/nCino CRMChange Management

Investment Executive

Jun 2013 – Sep 2021 · 8 yrs 3 mos

Experienced financial services leader who consistently drives growth and operational excellence. Proven track record of:
Leading high-performing teams of financial advisors to exceed sales targets while maintaining strict compliance.
Transforming brokerage operations to increase efficiency and boosting client satisfaction ratings.
Implementing client-centric strategies that resulted in asset growth and increased retention.

Sales ManagementTeam LeadershipClient-Centric Strategies

Financial Advisor

Apr 2007 – Nov 2022 · 15 yrs 7 mos

Results-orientated Financial Advisor (CERTIFIED FINANCIAL PLANNER™) with a deep understanding of investment strategies, financial planning, and risk management. Committed to delivering tailored solutions and exceptional service to clients throughout all stages of life.
Licenses/Registrations/Designations Include:
CERTIFIED FINANCIAL PLANNER™ practitioner Series 7 - General Securities Representative
Series 66 - Combined Investment Advisory Agent and Uniform State Representative
Life, Health, and Variable Annuity Licensed

SalesRetirement PlanningFinancial AdvisoryFinancial Planning

Prudential financial

Financial Advisor

Nov 2006 – Apr 2007 · 5 mos · Mishawaka, Indiana

Analyzed clients' financial data, managed investment portfolios, assessed risks, and developed customized financial strategies to achieve financial success.

SalesFinancial AnalysisFinancial AdvisoryInvestment Strategies

Special edition, inc

Marketing Director

Dec 2005 – Nov 2006 · 11 mos · Bremen, In

Managed marketing and advertising initiatives to boost sales via market research, pricing, product marketing, communications, advertising and PR. Supervised sales management and customer service.
Home of the Beck Speedster, Beck Spyder, Beck GTS, and Beck Roadster
www.beckspeedster.com

SalesMarketing Management