Julia Mac's Location
Los Angeles, California, United States
Julia Mac's Work
- Wealth Management Associate @ Morgan Stanley
- Registered Private Wealth Associate @ Merrill Lynch
- Brokerage Services Representative @ National Planning Corporation (NPC)
- Advisory Team Associate @ PLJ Income
- Registered Associate @ Signature Estate & Investment Advisors, LLC
Julia Mac's Education
- University Of California - Los Angeles
Bachelor Of Science (Chinese, Actuarial Science)
2008 - 2013
Julia Mac's Skills
- Microsoft Excel
- Microsoft Office
- Customer Service
- Chinese
- Teaching
- Ca Insurance License
- Financial Analysis
- Investments
- Portfolio Management
- Public Speaking
Julia Mac's Summary
Julia Mac, based in Los Angeles, California, United States, is currently a Wealth Management Associate at Morgan Stanley, bringing experience from previous roles at Merrill Lynch, National Planning Corporation (Npc), PLJ Income and Signature Estate & Investment Advisors, LLC. Julia Mac holds a 2008 - 2013 Bachelor Of Science in Chinese, Actuarial Science @ University Of California - Los Angeles. With a robust skill set that includes Microsoft Excel, Microsoft Office, Customer Service, Chinese, Teaching and more, Julia Mac contributes valuable insights to the industry. Julia Mac has 1 email and 1 mobile phone number on RocketReach.
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