April 2019 – Valley National Financial Advisors welcomes Vance Szabo to the full-time position of Operations Associate, managing wealth management fee billing as part of the back-office operations team based in Bethlehem.
Vance is a FINRA-licensed professional with almost 19 years of experience in finance and operations roles for organizations like Prudential, ADP and Guardian. He has a bachelor’s degree in Financial Economics from Moravian College and is also a Six Sigma Yellow Belt.
“Our client-first culture depends on daily operations procedures being carried out efficiently,” said Matthew Petrozelli, CEO. “We believe that Vance is a good fit to round out our back-office team to support that vital part of our business.”
Vance lives in Nazareth with his wife and two sons. In his spare time Vance enjoys Crossfit, stand up paddle surfing (SUPing), hiking, biking, and tiling.
Vance Szabo can be reached at email@example.com or 610-868-9000 x 123.