Julie Davis's Location
Denver, CO, US
Julie Davis's Work
- Account Executive @ Sumo Logic
- Sales Development Representative @ Sumo Logic
- Vice President Financial Advisor @ Personal Capital
- Senior Financial Advisor @ Morling Financial Advisors
- Financial Consultant @ Fidelity Investments
- Financial Advisor @ Morgan Stanley
- Financial Consultant @ AXA Advisors, LLC
Julie Davis's Education
- University of California, Los Angeles
Bachelor of Arts (B.A.) (Political Science and Government)
2002
Julie Davis's Skills
- Retirement Planning
- Portfolio Management
- Public Relations
- Mutual Funds
- Financial Advisory
- Sales
- Strategic Planning
- Investments
- Wealth Management
Julie Davis's Summary
Julie Davis, based in Denver, CO, US, is currently a Account Executive at Sumo Logic, bringing experience from previous roles at Sumo Logic, Personal Capital, Morling Financial Advisors and Fidelity Investments. Julie Davis holds a Bachelor of Arts (B.A.) in Political Science and Government @ University of California, Los Angeles. With a robust skill set that includes Retirement Planning, Portfolio Management, Public Relations, Mutual Funds, Financial Advisory and more, Julie Davis contributes valuable insights to the industry. Julie Davis has 2 emails on RocketReach.
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