Julia Lilly Email & Phone Number
Founder and Wealth Advisor @ Ryerson Financial
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Julia Lilly Location
- Houston, TX, US
Julia Lilly Work
- 2022 -now Founder and Wealth Advisor @
- 2020 -2021 Associate Wealth Advisor @
- 2015 -2018 Senior Business Analyst @
- 2014 -2015 Senior Financial Analyst @
- 2013 -2014 Financial Analyst @
- 2012 -2013 Associate @
- 2010 -2012 Senior Consultant @
- 2010 -2010 Firm Executive Assistant @
- 2009 -2009 Finance Consultant @
- 2007 -2008 Finance Associate @ Alta Vista Financial
- 2005 -2006 Business Manager @ Martyn Liles, PLLC
Julia Lilly Education
- Boston University
Certified Financial Planner (Finance and Financial Management Services)
2018-2019 - San Diego State University
Master (Business Administration)
2007-2009 - The University of North Carolina at Chapel Hill
Bachelors of Art (International Studies, Spanish)
2000-2004 - MICDS 1997-2000
Julia Lilly Skills
- CRM
- Analysis
- Marketing
- Human Resources
- Nonprofits
- Proposal Writing
- Customer Service
- Finance
- Investments
- Research
- Interviews
- Banking
- Auditing
- Management Consulting
- Program Management
- Strategy
- Payroll
- Strategic Planning
- Project Management
- Strategic Consulting
Julia Lilly Summary
- Julia Lilly, based in Houston, TX, US, is currently a Founder and Wealth Advisor at Ryerson Financial. Julia Lilly brings experience from previous roles at Hightower Wealth Advisors | St. Louis, Edward Jones and Harvard University. Julia Lilly holds a 2018 - 2019 Certified Financial Planner in Finance and Financial Management Services @ Boston University. With a robust skill set that includes CRM, Analysis, Marketing, Human Resources, Nonprofits and more. Julia Lilly has 2 emails and 1 mobile phone numbers on RocketReach.
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