
Camille deValdivia
Client Service AssociateBio
Camille brings a diverse background in finance, wealth management, and client services to Procyon Parters. She began her career in the mortgage industry as a Secondary Markets Analyst while earning her finance degree from Sacred Heart University in Fairfield, CT. After graduation, she transitioned into wealth management, managing daily operations for UBS’s Westport, CT branch, supporting 70 financial advisors and staff. In that role, she played a key part in shaping branch culture, overseeing HR functions, hiring and training, event planning, compliance, IT initiatives, and financial operations.
Most recently, she worked at a registered investment advisory (RIA) firm on the client services team, where she provided comprehensive support to financial advisors. Known for her attention to detail and ability to see the bigger picture, she ensured that client needs were met with a cohesive, strategic approach.
Outside of work, Camille speaks French, enjoys traveling, and is passionate about volunteering. She has also started exploring creative hobbies such as painting and crocheting.