Julie Bailey's Location
Atlanta, Georgia, United States
Julie Bailey's Work
- Senior Portfolio Manager @ New York Fitness
- Portfolio Manager, Financial Advisor, CRPC(R) @ UBS Wealth Management
- Financial Advisor, CHARTERED RETIREMENT PLANNING COUNSELOR SM @ Morgan Stanley
- Financial Advisor @ Merrill Lynch
- Investment Advisor @ New York Fitness
- High Net Worth Associate @ Credit Suisse
Julie Bailey's Education
- The University of London/ American College
Post Graduate classes in Finance (Finance and Economics)
2000 - 2000 - East Tennessee State University
BBA (Corporate Finance and Investments, Political Science)
1996 - 2000
Julie Bailey's Skills
- Retirement Planning
- Investments
- Financial Advisory
- Portfolio Management
- Wealth Management Services
- Wealth Management
- Retirement
- Personal Finance
- Finance
- Financial Services
Julie Bailey's Summary
Julie Bailey, based in Atlanta, Georgia, United States, is currently a Senior Portfolio Manager at UBS, bringing experience from previous roles at UBS Wealth Management, Morgan Stanley, Merrill Lynch and UBS. Julie Bailey holds a 2000 - 2000 Post Graduate classes in Finance in Finance and Economics @ The University of London/ American College. With a robust skill set that includes Retirement Planning, Investments, Financial Advisory, Portfolio Management, Wealth Management Services and more, Julie Bailey contributes valuable insights to the industry. Julie Bailey has 2 emails and 1 mobile phone number on RocketReach.
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