Julia Mendak Email & Phone Number
Investment Consultant - Alliant Retirement Services @ Alliant Retirement Consulting
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Julia Mendak Location
- New York, NY, US
Julia Mendak Work
- 2023 -now Investment Consultant - Alliant Retirement Services @
- 2023 -2025 Registered Representative @
- 2020 -2023 Sr. Financial Consultant - Planning, Strategy and Investment Analytics for Wealth Management busines @
- 2020 -2021 Registered Representative @
- 2014 -2020 Sr. Investment Analyst | Registered Representative @
- 2013 -2014 Sr. Investment Business Analyst @
- 2008 -2013 Financial Analyst @
- 2005 -2007 Investment Research Analyst @ RMC Risk Management Consulting
- 2004 -2005 Investor Relations Associate @ MLP Financial Services
Julia Mendak Education
- University of Mannheim
Master's degree (Majors: Investments and Finance, Business Informatics)
2001-2007
Julia Mendak Skills
- Analysis
- Banking
- Business Analysis
- Financial Analysis
- Investments
- Insurance
- Financial Modeling
- Portfolio Management
- Finance
- Strategic Financial Planning
- Corporate Finance
- Mutual Funds
- Asset Management
- Financial Services
- Securities
- Fixed Income
- Asset Allocation
- Series 63
- Equities
- Foreign Languages
Julia Mendak Summary
- Julia Mendak, based in New York, NY, US, is currently a Investment Consultant - Alliant Retirement Services at Alliant Retirement Consulting. Julia Mendak brings experience from previous roles at Cetera Financial Group, Voya Financial, Voya Financial Advisors and Prudential Financial | Prudential Investment Management Services LLC. Julia Mendak holds a 2001 - 2007 Master's degree in Majors: Investments and Finance, Business Informatics @ University of Mannheim. With a robust skill set that includes Analysis, Banking, Business Analysis, Financial Analysis, Investments and more. Julia Mendak has 1 emails and 1 mobile phone numbers on RocketReach.
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