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Name
Charlotta Valentine
Bio
Charlotta’s mission is to serve her clients in a fair and ethical manner, and she continually strives to help protect her clients and their family’s financial security. Charlotta recognizes that her client’s needs, and priorities will continue to evolve, and she is committed to assisting each client throughout all of life’s stages.
Charlotta has worked in the Financial Services industry for over 20 years. Prior to helping clients with life insurance, health insurance and annuities Charlotta served as a Senior Mutual Fund Administrator / Investment Office at Wilmington Trust Company where she serviced the bank’s mutual funds and board of trustees. Following her time with Wilmington Trust, she joined The Bank of New York Mellon as a Vice President of Regulatory Administration where she provided regulatory administrative services to clients.
Charlotta graduated from Goldey-Beacom College with a degree in Business Administration with a concentration in International Business. She was originally born and raised in Hassleholm, Sweden and currently resides in Clayton, Delaware with her husband, Sean, and their 10-year-old son, Ludwig. In her free time, you will find her traveling, at the beach or gardening.
Charlotta has worked in the Financial Services industry for over 20 years. Prior to helping clients with life insurance, health insurance and annuities Charlotta served as a Senior Mutual Fund Administrator / Investment Office at Wilmington Trust Company where she serviced the bank’s mutual funds and board of trustees. Following her time with Wilmington Trust, she joined The Bank of New York Mellon as a Vice President of Regulatory Administration where she provided regulatory administrative services to clients.
Charlotta graduated from Goldey-Beacom College with a degree in Business Administration with a concentration in International Business. She was originally born and raised in Hassleholm, Sweden and currently resides in Clayton, Delaware with her husband, Sean, and their 10-year-old son, Ludwig. In her free time, you will find her traveling, at the beach or gardening.
