Julia Cummings's Location
Los Angeles, California, United States
Julia Cummings's Work
- Senior Wealth Advisor @ Beacon Pointe Wealth Advisors
- Advisor @ AdvicePeriod
- Investment Associate @ JPMorgan Chase & Co.
- Associate @ Bernstein Private Wealth Management
- Student @ Dartmouth College
Julia Cummings's Education
- Amherst College
Bachelor Of Arts (Anthropology)
2005 - 2009 - Dartmouth College2008 - 2008
- Windward School2001 - 2005
Julia Cummings's Skills
- Leadership
- Investments
- Series 7
- Portfolio Management
- Valuation
- Financial Modeling
- Alternative Investments
- Public Speaking
- Strategic Financial Planning
- Investment Management
Julia Cummings's Summary
Julia Cummings, based in Los Angeles, California, United States, is currently a Senior Wealth Advisor at Beacon Pointe Wealth Advisors, bringing experience from previous roles at Adviceperiod, Jpmorgan Chase & Co., Bernstein Private Wealth Management and Dartmouth College. Julia Cummings holds a 2005 - 2009 Bachelor Of Arts in Anthropology @ Amherst College. With a robust skill set that includes Leadership, Investments, Series 7, Portfolio Management, Valuation and more, Julia Cummings contributes valuable insights to the industry. Julia Cummings has 3 emails and 1 mobile phone number on RocketReach.
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