J

Julie's email & phone

Position:Executive Relationship Manager at E*TRADE from Morgan Stanley
Experience:13 years
Location:Salt Lake City, Utah, United States

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Work Experience

Executive Relationship Manager at E*TRADE from Morgan Stanley

Jun 2021 - Current

Investment Solutions Representative at Fidelity Investments

Sep 2020 - Jun 2021

Prospecting Manager at Morgan Stanley

Sep 2019 - Sep 2020

Hatha and Vinyasa Yoga Instructor at Power of Now Oasis

Mar 2019 - Apr 2019

Platinum Relationship Manager at E*TRADE from Morgan Stanley

Oct 2017 - Mar 2019

Advanced Trading Specialist at E*TRADE from Morgan Stanley

Aug 2016 - Oct 2017

Elite Financial Service Representative at E*TRADE from Morgan Stanley

Feb 2015 - Aug 2016

Associate Financial Service Representative at E*TRADE from Morgan Stanley

May 2014 - Feb 2015

Client Service Coordinator and Office Manager at Ameriprise Financial Services, LLC

Jun 2013 - May 2014

Julie started working in 2013, then the employee has changed 4 companies and 8 jobs. On average, Julie works for one company for 1 year 4 months.

Skills

Options Strategies, Teamwork, Financial Services, Investment Strategies, Business Development, Client Relations, Investment Sales

Frequently Asked Questions

What is Julie's minimum period of employment in the companies?

Julie's minimum period of employment in various companies is 1 month.

What is Julie's average duration of employment for different companies?

On average, Julie works for one company for 11 months

What industries has Julie worked in?

Julie works in the Financial Services.

What positions has Julie held before?

Previously, Julie worked as a Investment Solutions Representative, and Prospecting Manager, and Hatha and Vinyasa Yoga Instructor, and Platinum Relationship Manager, and Advanced Trading Specialist.

How do I contact Julie?

Julie's email address is **@etrade.com, phone number is +1-***-***-4635. Sign up to get contact details.

Who are Julie's peers at other companies?

Julie's peers at other companies are Alvini Livya Wijaya and Agung Dwi Julianto SH AWP and Piper Koa

Julie Namesakes

Name
Company
Position
J
Senior Customer Service Executive
J
Dos Santos Household
Mom/ Wife

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Other employees at E*TRADE from Morgan Stanley

Name
Company
Position
G
Financial Services Representative

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