Julie Back's Location
Seattle, Washington, United States
Julie Back's Work
- Senior Vice President and Advisor @ Wealthspire Advisors
- Advisor and Principal @ Private Ocean
- Founding Partner @ Lakeview Financial Group, LLC
- Founding Partner @ Monarch Wealth Management
- Manager, Training Department @ GE Capital
Julie Back's Education
- Central Washington University
Bachelor of Science (Business and Marketing)
Julie Back's Skills
- Investments
- Finance
- Asset Allocation
- Retirement Planning
- Financial Planning
- Investment Management
Julie Back's Summary
Julie Back, based in Seattle, Washington, United States, is currently a Senior Vice President and Advisor at Wealthspire Advisors, bringing experience from previous roles at Private Ocean, Lakeview Financial Group, LLC, Monarch Wealth Management and GE Capital. Julie Back holds a Bachelor of Science in Business and Marketing @ Central Washington University. With a robust skill set that includes Investments, Finance, Asset Allocation, Retirement Planning, Financial Planning and more, Julie Back contributes valuable insights to the industry. Julie Back has 2 emails on RocketReach.
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Justin Hult
Senior Vice President, Investments at Wealthspire Advisors
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