Julie Duke's Location
Charlotte, NC, US
Julie Duke's Work
- Senior Tax Analyst @ Wells Fargo
- Portfolio Administrator @ Matrix Wealth Advisors
- Assistant Editor @ Mergent, Inc.
- Research Analyst @ Mergent, Inc.
- Sales Associate @ Belk
Julie Duke's Education
- Wake Forest University Charlotte Center
Master of Business Administration - MBA
2018 - 2020 - Central Piedmont Community College
North Carolina Notary Public
2015 - 2015 - Tamarac University
Received training on how to use and implement our new portfolio management system, AdvisorView.
2014 - 2014
- Elon University
BS (Business Management)
2002 - 2006
Julie Duke's Skills
- Data Analysis
- Microsoft Excel
- Finance
- Microsoft Office
- Access
- PowerPoint
- Research
- Data Entry
- Analytics
- Time Management
Julie Duke's Summary
Julie Duke, based in Charlotte, NC, US, is currently a Senior Tax Analyst at Wells Fargo, bringing experience from previous roles at Matrix Wealth Advisors, Mergent, Inc. and Belk. Julie Duke holds a 2018 - 2020 Master of Business Administration - MBA @ Wake Forest University Charlotte Center. With a robust skill set that includes Data Analysis, Microsoft Excel, Finance, Microsoft Office, Access and more, Julie Duke contributes valuable insights to the industry.
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