Administrative Assistant to Leonard F. Valletta, CFP®, MS
Carrie began working as full-time Administrative assistant for Leonard Valletta and receptionist for the office in November 2014. She previously worked at another financial planning office as a receptionist and sales execution team member. There, she supported the new representatives in the office in setting up their files and getting them started with the personal planning analysis for new clients, with a focus on life insurance.
Carrie is New York State licensed in Life, Accident and Health (LAH) and holds an Associates Degree in Physical Education from the State University of New York at Cobleskill. Although she loves her administrative duties, what she really enjoys is the client interaction and providing a welcoming and personal experience for all who enter the office.
She resides in Clifton Park with her husband John and their dogs Tippy and Payton and cats Mia and Sterling. She is active in the Cavalier King Charles Spaniel Club of Northeastern NY and also enjoys reading, CrossFit and training her dog in agility.