Julia Thomson's Location
Chico, CA, US
Julia Thomson's Work
- Portfolio Consultant @ Charles Schwab
- Financial Advisor @ Vanguard
- Planning Support Associate @ Vanguard
- Client Relationship Associate @ Vanguard
- Investment Consultant @ Charles Schwab
- Investment Representative @ Charles Schwab
Julia Thomson's Education
- Indiana University
Masters (Music, Vocal Performance)
1984 - 1986
Julia Thomson's Skills
- Retirement Planning
- Portfolio Construction
- Mutual Funds
- Presentation Skills
- Budget Counseling
- Professional Writing
Julia Thomson's Summary
Julia Thomson, based in Chico, CA, US, is currently a Portfolio Consultant at Charles Schwab, bringing experience from previous roles at Vanguard and Charles Schwab. Julia Thomson holds a 1984 - 1986 Masters in Music, Vocal Performance @ Indiana University. With a robust skill set that includes Retirement Planning, Portfolio Construction, Mutual Funds, Presentation Skills, Budget Counseling and more, Julia Thomson contributes valuable insights to the industry.
Not the Julia Thomson you were looking for?
Find contact details for 700 million professionals.
Others Named Julia Thomson
-
22
-
21
-
2
-
1
-
14
Top Charles Schwab Employees
-
ViewOmar Aguilar
Chief Executive Officer, Schwab Asset Management at Charles Schwab
San Francisco, CA, US22 -
View
Neesha Hathi
Managing Director, Head of Wealth and Advice Solutions at Charles Schwab
San Francisco, CA, US5+5+ -
View
Clyde Langley
Managing Director - Financial Crimes Risk Management at Charles Schwab
San Francisco, CA, US14 -
13
-
15
-
3
-
ViewKara Suro
Managing Director, Financial Crimes Risk Management at Charles Schwab
San Francisco, CA, US44 -
11
-
11
-
25
-
32
-
View
Michael Schwartz
Managing Director, Software Development & Engineering at Charles Schwab
San Francisco, California, United States5+5+ -
43
-
View
Michael Hecht
SVP, Corporate Development, Planning and Strategy at Charles Schwab
Alamo, California, United States32 -
21
-
ViewCatherine Golladay
Managing Director, Head of Schwab Workplace Financial Services at Charles Schwab
Richfield, Ohio, United States25+ -
View
Jonathan Craig
Managing Director, Head of Investor Services and Marketing at Charles Schwab
San Francisco, CA, US35+ -
View
Eliel Johnson
Managing Director and Head of User Experience Design and Research at Charles Schwab
California, United States5+5+ -
5+5+
-
2
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
