Julia Vicchio Email
Client Service Manager @ Intelligence Driven Advisers (IDA)
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Julia Vicchio Location
- San Diego, CA, US
Julia Vicchio Work
- Client Service Manager @ (August 2026 - Present)
- Client Service Associate @ (September 2021 - August 2026)
- Client Service Associate @ (April 2024 - Present)
- Client Associate @ (September 2021 - April 2024)
Julia Vicchio Education
- Virginia Tech
Bachelor's degree (PSYCHOLOGY)
2017-2021 - Pascack Valley High School
High School Diploma
2013-2017
Julia Vicchio Summary
- Julia Vicchio, based in San Diego, CA, US, is currently a Client Service Manager at IDA Wealth. Julia Vicchio brings experience from previous roles at Clearstead Advisory Solutions and Wilbanks Smith & Thomas Asset Management LLC. Julia Vicchio holds a 2017 - 2021 Bachelor's degree in PSYCHOLOGY @ Virginia Tech. Julia Vicchio has 2 emails on RocketReach.
Looking for a different Julia Vicchio?
Find contact details for 700 million professionals.
Others Named Julia Vicchio
Julia Vicchio
Client Service Manager
San Diego, CA, US
Top Intelligence Driven Advisers (IDA) Employees
Olga Ilchenko
Client Service Manager
Carlsbad, CA, US
Cari Leamy
Financial Planner
San Diego, CA, US
Darcy Wadsworth
Partner and Senior Wealth Adviser
Summerland Key, FL, US
Rick Labrum
Wealth Management
Temecula, CA, US
Steve Dougan
Wealth Management
United States
Rob Paterson
Wealth Adviser
Carlsbad, CA, US
Jason Labrum
Founder and CEO
Carlsbad, CA, US
Madeline Reber
Trader and Analyst
Carlsbad, CA, US
Brian Peterson
Retirement Plan Consultant
Carlsbad, CA, US
Shanda Mansperger
Client Service Director
San Jacinto, CA, US
Bow Wheeler
Director, Retirement Plan Consulting | Partner
San Diego, CA, US
Jordie
Director of Talent Management
Carlsbad, CA, US
Hunter Daniel
Chief Investment Officer
San Diego, CA, US
David Reyes
Wealth Adviser and Director of Financial Planning
San Diego, CA, US
Julia Vicchio
Client Service Manager
San Diego, CA, US
Bree Partow
Associate Wealth Adviser
San Diego, CA, US
Thomas Ohanesian
Partner and Senior Wealth Adviser
Carlsbad, CA, US
Derek Long
Wealth Adviser
Murrieta, CA, US
Anders Phippen
Private Wealth Management Intern
Denver, CO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co