![Valorie Seyfert](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Valorie Seyfert
Vorstandsvorsitzender bei
Sorrento Pacific Financial LLC
Profil
Valorie Anne Seyfert was the founder of CUSO Financial Services LP, founded in 1996, where she held the title of President until 2023.
She is also the founder of Sorrento Pacific Financial LLC, founded in 2003, where she currently holds the title of President & Chief Executive Officer.
Ms. Seyfert received an undergraduate degree from the University of Southern California in 1980 and a graduate degree from the University of San Diego in 1984.
Aktive Positionen von Valorie Seyfert
| Unternehmen | Position | Beginn |
|---|---|---|
Sorrento Pacific Financial LLC
 Sorrento Pacific Financial LLC Investment Banks/BrokersFinance Provides broker dealer services | Vorstandsvorsitzender | 01.03.2003 |
Ehemalige bekannte Positionen von Valorie Seyfert
| Unternehmen | Position | Ende |
|---|---|---|
CUSO Financial Services LP
 CUSO Financial Services LP Investment ManagersFinance CFS provides financial planning and investment advisory services consistent with the individual clients' financial and tax status as well as risk/reward objectives. The firm and IARs may utilize varying techniques in formulating investment advice or managing assets for clients. They may also consider the overall economy, both domestically and globally, when selecting specific investments and making asset allocation decisions, as well as consider current and recent market levels and volatility. | Vorstandsvorsitzender | 01.03.2023 |
Ausbildung von Valorie Seyfert
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
98
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
CUSO Financial Services LP
CUSO Financial Services LP Investment ManagersFinance CFS provides financial planning and investment advisory services consistent with the individual clients' financial and tax status as well as risk/reward objectives. The firm and IARs may utilize varying techniques in formulating investment advice or managing assets for clients. They may also consider the overall economy, both domestically and globally, when selecting specific investments and making asset allocation decisions, as well as consider current and recent market levels and volatility. | Finance |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Diego
 University of San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sorrento Pacific Financial LLC
Sorrento Pacific Financial LLC Investment Banks/BrokersFinance Provides broker dealer services | Finance |
