Meet Valerie

SALES CONSULTANT

Valerie320x322Valerie McClendon joined QBI in 1998, beginning her career in a compliance role, and now offers almost two decades of retirement plan consulting experience. She recently expanded her role at QBI, becoming a member of the sales team and is leading our East Coast presence. In her new position, Valerie effectively applies her extensive ERISA knowledge to setup, create and design retirement plans to meet the goals of each client.

A distinguishing factor Valerie brings to her financial advisors and clients is that she will be the dedicated Retirement Plan Consultant for the business she develops, offering clients one main and highly qualified contact from point of sale through life of the plan. She has a degree in Business Management from CSUN and for the past 11 years, has held a QKA designation with ASPPA. Valerie is based out of Boston, and covers the Greater Boston Area and New Hampshire.

 

Reach Valerie at:

VALERIE.MCCLENDON [AT] QBILLC.COM

Office: 818.449.4977