Valerie Merklin

Senior Associate

Ms. Merklin joined the firm in 2019. She is originally from a small town in Ohio and received a Bachelor of Arts degree in English with a minor in Economics from the Ohio State University and a Master of Business Administration degree from the University of Houston. Outside of work, she enjoys spending time volunteering for animal rescue organizations. Valerie has several years of experience leading nonprofit organizations, including a business association that administered a Community Benefit Improvement District. After many years in the nonprofit world, she is excited to join the finance industry and utilize the many skills developed as a nonprofit executive to help DTA’s clients achieve their goals.

Phone: 800.969.4382
Fax: 408.340.1130
99 Almaden Blvd, Suite 875
San Jose, CA 95113