Julia Allen Email & Phone Number
Chief Operations Officer | Head of Business Development @ Walser Wealth Management
Julia Allen Location
Tampa, FL, US
Julia Allen Work
- 2023 - now Chief Operations Officer | Head of Business Development @ Walser Wealth Management
- 2022 - 2023 Director of Business Development @ Walser Wealth Management
- 2017 - 2022 Business Development Manager @ Walser Wealth Management
- 2013 - 2017 Suite Specialist @ Aramark
- 2017 - 2017 Client Services Manager @ Walser Wealth Management
- 2015 - 2016 Monarch House Case Manager @ Redefining Refuge, Inc
- 2015 - 2015 Child Advocate @ Redefining Refuge, Inc
- 2013 - 2015 Guest Services @ P.F. Chang's China Bistro Inc.
Julia Allen Education
- Harvard Business School Online
Other (Certificate in Leading Change and Organizational Renewal)
2024 - 2024 - University of South Florida
Bachelor’s Degree (Spanish concentrating in International Studies and Business)
2009 - 2015
Julia Allen Skills
- Brand Development
- Customer Service
- Time Management
- Event Planning
- Microsoft Word
- Management
- Social Media
- Teamwork
- Inventory Management
- PowerPoint
Julia Allen Summary
Julia Allen, based in Tampa, FL, US, is currently a Chief Operations Officer | Head of Business Development at Walser Wealth Management. Julia Allen brings experience from previous roles at Walser Wealth Management and ARAMARK. Julia Allen holds a 2024 - 2024 Other in Certificate in Leading Change and Organizational Renewal @ Harvard Business School Online. With a robust skill set that includes Brand Development, Customer Service, Time Management, Event Planning, Microsoft Word and more. Julia Allen has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Walser Wealth Management Employees
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23
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Ryan Muzzo
Financial Planner at Walser Wealth Management
Clearwater, FL, US11 -
11
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12
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Maya Paul
Marketing Specialist at Walser Wealth Management
Florida, United States2 -
Caitlin Dubois
Marketing Specialist at Walser Wealth Management
Orlando, FL, US1 -
Shannon Stophel
Client Service Coordinator at Walser Wealth Management
Florida, United States13 -
Julie Brown
Client Services Associate at Walser Wealth Management
Florida, United States21
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