Julia Jerome Email & Phone Number
Quality of Life Planning® Consultant @ Dorval & Chorne Financial Advisors
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Julia Jerome Location
- Saint Paul, MN, US
Julia Jerome Work
- Quality of Life Planning® Consultant @ (April 2026 - Present)
- Finance Manager @ (November 2023 - July 2026)
- Associate Wealth Advisor @ (July 2022 - August 2025)
- Associate Financial Advisor @ (October 2020 - June 2022)
- Senior Research Analyst @ (February 2020 - April 2021)
- Financial Analyst Internship @ (June 2020 - August 2020)
- Lead Data Associate @ (September 2017 - August 2020)
Julia Jerome Education
- Bethel University
Bachelor of Arts - BA (Business Analytics and Finance)
2017-2021
Julia Jerome Skills
- Analytical Skills
- Business Analysis
- Change Project Management
- Client Relations
- Communication
- Emoney
- FactSet
- Financial Analysis
- Interpersonal Communication
- Interpersonal Skills
- Investment Management
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Morningstar
- Project Management
- Research
- Salesforce
- Trading
Julia Jerome Summary
- Julia Jerome, based in Saint Paul, MN, US, is currently a Quality of Life Planning® Consultant at Dorval & Chorne Financial Advisors. Julia Jerome brings experience from previous roles at Young Life, Cresset, Focus Financial Network, Inc. and Royals Investment Fund. Julia Jerome holds a 2017 - 2021 Bachelor of Arts - BA in Business Analytics and Finance @ Bethel University. With a robust skill set that includes Analytical Skills, Business Analysis, Change Project Management, Client Relations, Communication and more. Julia Jerome has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Dorval & Chorne Financial Advisors Employees
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