Julie Swander resumes & CV records
Resumes

Registered Senior Client Associate
Location:
9330 Prairie Meadows Dr, Roanoke, IN 46783
Industry:
Financial Services
Work:
Merrill Lynch
Registered Senior Client Associate
Registered Senior Client Associate
Education:
Oregon State University 2005 - 2006
Master of Business Administration, Masters, Marketing, Business Management Oregon State University 2001 - 2005
Bachelors, Bachelor of Arts, Bachelor of Science, Business Administration, Psychology, Management, Business Administration and Management Oregon City High School - Jackson 2001
College of Financial Planning
Master of Business Administration, Masters, Marketing, Business Management Oregon State University 2001 - 2005
Bachelors, Bachelor of Arts, Bachelor of Science, Business Administration, Psychology, Management, Business Administration and Management Oregon City High School - Jackson 2001
College of Financial Planning
Skills:
Financial Advisory, .Net, Meaningful, Regulations, Art, Personnel Matters, Salesforce.com, Workflow, Breadth, Portfolio, Operations Experience, Retirement Planning, Trust, Valuation, Sales, Brokerage, Market Planning, Accountability, Milling, Cooking, Sales Operations, Skiing, Client Services, Communication, Business Services, Investments, Business Development, Baseball, Relationship Management, Finance, Institutional Investments, Asset Allocation, Software, Strategy, Financial Services, Wealth Management, Life Insurance, Operations, San Francisco, Business Administration, Psychology, Strategies, Strategic Initiatives, Microsoft Applications, Business Partners, Service Quality, Enterprise Software, Wealth, Data Driven Testing, Merrill Lynch, Financial Transactions, Management, Revenue, Streamline, Staff Development, Project Management, Insurance Planning, Risk, Due Diligence, Science, Delivery, Operational Support, Population, Presentations, Series 7, Investment Management, Responsibility