Kristie Valenzuela

Areas of Expertise

  • Client Relations
  • Database Management

Education

  • Associates Degree, Accounting

Languages Spoken

  • English

Kristie Valenzuela

Client Communications Manager

Kristie is a Client Communications Manager (CCM) at The Wolf Group, with more than 25 years of experience in financial services firms.

As the CCM for new clients at the firm, Kristie is often the first point of contact for clients, taking new client calls and coordinating discovery meetings or consultations. She assembles and sends customized tax packages to new and prospective tax clients and creates and maintains their office records.

Since joining The Wolf Group in 2017, Kristie has assisted numerous new clients with the onboarding process, helping them understand the information needed to start on their tax services, and identifying which specialized team within the firm best fits their needs. She has also supported a range of operational functions within the firm.

Prior to joining The Wolf Group, Kristie worked in financial services as a commercial loan analyst and commercial loan processor.

Outside of work, Kristie enjoys spending time with her family and going to the movies.