Julia Allen Email & Phone Number

Vice President, Client Strategy and Success @ SMArtX Advisory Solutions

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Julia Allen Location

Minneapolis, MN, US

Julia Allen Work

2026 - now Vice President, Client Strategy and Success @ SMArtX Advisory Solutions
2022 - 2025 Vice President @ Halo Investing
2020 - 2022 Director of Enterprise Sales @ Halo Investing
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2018 - 2019 Director, Hedge Fund Sales @ Societe Generale
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2007 - 2018 Director, Prime Services Sales @ Credit Suisse
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Julia Allen Education

Bates College

Julia Allen Skills

Microsoft Excel
Microsoft Office
Microsoft Word

Training
Change Management
New Business Development

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Julia Allen Summary

Julia Allen, based in Minneapolis, MN, US, is currently a Vice President, Client Strategy and Success at SMArtX Advisory Solutions. Julia Allen brings experience from previous roles at Halo Investing, Société Générale and Credit Suisse. Julia Allen holds a Bates College. With a robust skill set that includes Microsoft Excel, Microsoft Office, Microsoft Word, Training, Change Management and more. Julia Allen has 2 emails and 1 mobile phone numbers on RocketReach.

Julia Allen Emails

Found 2 emails

Julia Allen Phone Numbers

Found 4 phone numbers

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