Years of Industry Experience
Years with Neuberger Berman
Valerie O'Connor, Vice President, joined the firm in 2021. As a Wealth Advisor Associate, Valerie works collaboratively with her team of Wealth Advisors to offer customized financial solutions to their client base of ultra-high-net-worth individuals, families and select institutions. In her role, she strives to enhance the client experience by providing consistent, personalized, first-rate service at all times. Previously, Valerie was a Vice President at Deutsche Bank Wealth Management, where she served as a relationship officer. Valerie also brings deep experience from her sales roles within fixed income. She earned a BS in finance from Indiana University.