Valerie Haley, QKA

Plan Analyst

Valerie has been a plan analyst with NWCM since 2019. Prior to joining NWCM, Valerie worked as a Research Assistant for one of the largest federal credit unions in the United States, and up until 2019 she worked as a Chargeback Compliance Analyst for an online marketing company. Since joining NWCM, Valerie obtained her Qualified 401(k) Administrator (QKA) credential from ASPPA and recently became a member of the Oregon chapter of WiPN, an organization dedicated to advancing women at all levels and segments of the retirement industry. In her role as a plan analyst, Valerie assists with preparing client deliverables and quarterly investment reports in support of the advisory team. Valerie graduated from the University of Oregon with a B.S. in Sociology.


 
Direct Line: (503) 597-1626
Email: ScottF@NWCM.com