Julia Guerin Email & Phone Number
Registered Financial Advisor @ Holistic Finance LLC
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Julia Guerin Location
- Albany, NY, US
Julia Guerin Work
- Registered Financial Advisor @ (July 2025 - Present)
- Director of Financial Planning @ (November 2023 - July 2025)
- Financial Advisor @ (October 2020 - March 2024)
- Registered Representative at Northwestern Mutual @ (February 2020 - March 2024)
- Assistant Manager New Rep Development @ (August 2014 - February 2017)
- Branch Manager @ (May 2013 - August 2014)
- Accounting Clerk @ (November 2010 - August 2014)
Julia Guerin Education
-
Bachelor of Business Administration (B.B.A.)
- Voronezh State University
Bachelor's degree (History and English as a second language)
Julia Guerin Skills
- Life Insurance license , S- 6, S- 63, S- 26
- Customer Service
- Marketing
- Management
- Sales
- Leadership
- Banking
- Microsoft Excel
- Business Development
- Business Analysis
- Public Speaking
Julia Guerin Summary
- Julia Guerin, based in Albany, NY, US, is currently a Registered Financial Advisor at Holistic Finance LLC. Julia Guerin brings experience from previous roles at Foster Klima & Company, Northwestern Mutual and Foresters Financial Services. Julia Guerin holds a Bachelor of Business Administration (B.B.A.). With a robust skill set that includes Life Insurance license , S- 6, S- 63, S- 26, Customer Service, Marketing, Management, Sales and more. Julia Guerin has 2 emails and 1 mobile phone numbers on RocketReach.
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