VNFA NEWS

It is almost time to vote (for #TeamVNFA) in the Volunteer Challenge! Our project for Big Brothers Big Sisters of the Lehigh Valley resulted in more than 30 video interviews for the organizations Beyond School Walls mentoring program. Thank you to everyone who donated their time and insights to help high schoolers learn more about potential careers.

Keep an eye at volunteerlv.org/volunteer-challenge to preview all the projects and buy votes in support of your favorites as part of this fundraiser for the Volunteer Center of the Lehigh Valley.

Welcome Dulce Cardinal to Team VNFA

We are pleased to welcome Dulce Cardinale to our team as an Administrative Assistant. Dulce has more than 18 years of experience in the financial services industry.

She will be supporting multiple financial advisors and collaborating across our team to serve clients out of our Bethlehem headquarters. 

VNFA NEWS: Cruz Promoted to Trading & Operations Manager

We are pleased to announce the promotion of Ildebrando Cruz to the new position of Trading & Operations Manager. In addition to his ongoing work in trading and portfolio management, Brando will now formally oversee processes, reporting and training for internal operations.

Brando celebrated 14 years with the company this month. He began his work with VNFA as a Coordinator in 2007. In that time, he has made contributions to many parts of the business, including billing, account management, performance reporting, trading compliance, and specialty portfolios.

“Brando has always had a keen attention to detail and a commitment to excellence that is the hallmark of our VNFA brand,” said Matt Petrozelli, CEO. “As the firm continues to grow and evolve, Brando has maintained a sharp focus on accuracy, security and compliance while also creating and implementing innovative process improvements.”

Brando has been in the Investment field since 1989. His professional licenses include the series 7 and series 66. In addition to this work overseeing operations, Brando is also a member of VNFA’s internal Investment Committee. Prior to his tenure at VNFA, he was the “Service Manager” for the Private Banking Division of Bankers Trust Company working with high net worth individuals in the Custody, Trust and Investment Advisory divisions.

Outside of work, Brando is passionate about seeing the beauty of the

VNFA NEWS

Our team has been hard at work remotely interviewing as many of our contacts as possible to create a library of videos for Big Brothers Big Sisters of the Lehigh Valley to use in their Beyond School Walls Program.

This project, showcasing a variety of different careers, is part of our partnership with BBBSLV for the Volunteer Challenge. Do you work in a career that you would like to share with kids/teens thinking about their futures? Reach out to us to volunteer!

Save the date for May 20, to join #TeamVNFA and many others in the community in a showcase of the projects – and voting for your favorite while supporting the Volunteer Center of the Lehigh Valley! volunteerlv.org/volunteer-challenge

Tax Update (April 2021)

The new tax deadline for 2020 returns of May 17, 2021 is closing in fast. For all tax clients who have not yet sent us documents, we are requesting that you get your tax information (either in full, or whatever you have available) to us no later than April 15.  

If you are unable to do so, we will most likely be recommending filing an extension with the IRS, which will allow us until October 15 to file the final return. If we find that filing an extension is in your best interest, our team will reach out to let you know more about that process.

In anticipation of questions, we have collected a brief Q&A for you on our website. If you have additional inquiries, please contact our Tax Department at 610-868-9000 or tax@valleynationalgroup.com.

VNFA NEWS

We are Hiring!
Team VNFA is seeking a Senior Accountant. The Senior Accountant will perform general accounting operations by controlling and verifying our financial transactions. Additional responsibilities will include reconciling account balances and bank statements, maintaining general ledgers and performing month-end close procedures. READ MORE / APPLY ONLINE

VNFA NEWS

Team VNFA is officially partnered with Big Brothers Big Sisters of the Lehigh Valley for the 2021 Volunteer Challenge. For our skills-based, virtual project will create a collection of workplace readiness videos for BBBSLV’s Beyond School Walls program. Meet our partner and follow our journey to the May 20 Challenge!

Big Brothers Big Sisters of the Lehigh Valley – Defenders of Potential (bbbslv.org)

Volunteer Center of Lehigh Valley | Volunteer Challenge (volunteerlv.org)

VNFA NEWS

VNFA Awarded 2021 Top Workplace

The Morning Call’s Top Workplace winners are selected from an employee survey conducted by Energage. This comprehensive study measured qualities such as company leadership, communication, career opportunities, working environment, managerial skills, pay and benefits. Despite the pandemic, Energage surveyed thousands of employees and based on their feedback, Valley National Financial Advisors was one of 35 organizations that ranked as a Top Workplace!

VNFA did not meet the minimum employee count for the 2020 Top Workplaces survey, but we were named among The Morning Call’s 2019 Top Workplaces.  The full 2021 list of winners will be announced Sunday, March 7 and a virtual celebratory event is being considered for June, according to an e-mail from The Morning Call Media Group.