Julie Anne Villena

age ~51

from San Francisco, CA

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Also known as:

Julie A Villena
Julie Anne Marie Villena
Julie S Villena
Julieanne S Villena
Julie Anne Steele
Julie Dillena

Phone and address:: 725 Florida St, San Francisco, CA 94110

Connected to:

Resumes

Vice President

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Location:

San Francisco, CA

Industry:

Financial Services

Work:

One Wealth Advisors
Vice President
Summit Trail Advisors Jan 2017 - Jun 2017
Vice President
J.p. Morgan Asset Management Feb 2016 - Jun 2016
Business Management Specialist
J.p. Morgan Asset Management Feb 2013 - Jan 2016
Senior Client Associate
J.p. Morgan Asset Management Oct 2009 - Jan 2013
Client Associate

Education:

Benedictine Abbey School
De La Salle University
Bachelors, Bachelor of Science, Finance Uc Berkeley Extension
De La Salle University
Bachelors, Bachelor of Arts, Economics

Skills:

Mutual Funds
Wealth Management
Asset Allocation
Alternative Investments
Bloomberg
Equities
Asset Management
Investment Management
Investments
Client on Boarding
Microsoft Excel
Financial Analysis
Client Relationship Management
Fixed Income
Family Office
Private Banking
Spreadsheets
Customer Service
Continuous Improvement

Interests:

Social Services

Certifications:

Financial Industry Regulatory Authority (Finra)
Series 7 - General Securities Representative Examination (Gs)
Series 66 - Uniform Combined State Law Examination