Head of Consultant Relations @ (November 2021 - August 2024)
Head of Consultant Relations @ (November 2020 - August 2024)
Consultant Relations @ (September 2017 - November 2020)
Vice President, Consultant Relations @ (August 2010 - August 2017)
Senior Account Executive @ (August 2007 - August 2010)
Registered Client Associate @ (May 2004 - August 2007)
Institutional Fixed Income Sales @ (December 2003 - May 2005)
Julie Barry Education
University of Wisconsin - Madison
Bachelor Of Business Administration (Finance)
1998-2002
Julie Barry Skills
Alternative Investments
Asset Allocation
Asset Management
CFA Charterholder
CIPM
Chartered Financial Analyst
Direct Sales
Fixed Annuities
Fixed Income
Investment Strategies
Investments
Mutual Funds
Performance Measurement
Series 7
Julie Barry Summary
Julie Barry, based in San Francisco, CA, US, is currently a Principal, Investor Relations and Consultant Relations at HarbourVest Partners. Julie Barry brings experience from previous roles at Allspring Global Investments, Wells Fargo Asset Managment, Wells Fargo Asset Management and TIAA. Julie Barry holds a 1998 - 2002 Bachelor Of Business Administration in Finance @ University of Wisconsin - Madison. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, CFA Charterholder, CIPM and more. Julie Barry has 2 emails and 1 mobile phone numbers on RocketReach.
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