Julicia Robles Email & Phone Number
Senior Client Manager @ Simplify Wealth LLC
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Julicia Robles Location
- San Diego, CA, US
Julicia Robles Work
- 2023 -now Senior Client Manager @
- 2020 -2022 Senior Tax Accountant @ ColeyDocter, Inc.
- 2019 -2020 Staff Accountant @
- 2017 -2019 Staff Accountant @
- 2017 -2017 Tax Preparer and Accountant Intern @
- 2016 -2017 Branch Marketing Assistant Intern @ Fairway Independent Mortgage Corporation
- 2011 -2012 Bank Teller Intern @
Julicia Robles Education
- Worcester State University
Master of Science (M.S.) (Business Management - Concentration: Accounting)
2017-2019 - Worcester State University
Bachelors of Business Administration (Concentrations: Accounting and Economics)
2013-2017
Julicia Robles Skills
- Microsoft Office
- ProSystem fx Tax
- Microsoft Word
- PowerPoint
- Microsoft Excel
- Ellie Mae Software
- Communication
- Accounting
- Customer Service
- Caseware Software
- ProSystem fx Engagement
Julicia Robles Summary
- Julicia Robles, based in San Diego, CA, US, is currently a Senior Client Manager at Simplify Wealth LLC. Julicia Robles brings experience from previous roles at ColeyDocter, Inc., Mann & Associates APC, Waldron H. Rand & Company, P.C., CPAs and Stowe & Degon LLC. Julicia Robles holds a 2017 - 2019 Master of Science (M.S.) in Business Management - Concentration: Accounting @ Worcester State University. With a robust skill set that includes Microsoft Office, ProSystem fx Tax, Microsoft Word, PowerPoint, Microsoft Excel and more. Julicia Robles has 2 emails and 2 mobile phone numbers on RocketReach.
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