Julie He's Location
California, United States
Julie He's Work
- Financial Advisor @ Gateway Financial Advisors, Inc.
- Director of the Board @ Financial Planning Association
- Financial Advisor Associate @ Golub Group, LLC
- Director of Finance, Global Solutions Strategy and Development @ Hitachi Vantara
- Controller, Global Solution Services @ Hitachi Vantara
- Finance Manager, Worldwide Professional Services @ Liberate Technologies
- Senior Financial Analyst, Global Product Marketing @ Nortel Networks
Julie He's Education
- University of California, Santa Cruz
Certificate, Personal Financial Planning (CFP® Board-certified program)
2015 - 2016 - San Jose State University
Master of Business Administration (M.B.A.) (Finance)
- University of Minnesota - Carlson School of Management
Bachelor’s Degree (Accounting)
- Fudan University
(World Economics)
Julie He's Skills
- Cross Functional Team Leadership
- Leadership
- Sales Enablement
- Sales Operations
- Financial Analysis
- Change Management
- Team Building
- Financial Modeling
- Forecasting
- Competitive Analysis
Julie He's Summary
Julie He, based in California, United States, is currently a Financial Advisor at Gateway Financial Advisors, Inc., bringing experience from previous roles at Financial Planning Association, Silicon Valley, Golub Group is now Summitry, LLC and Hitachi Data Systems. Julie He holds a 2015 - 2016 Certificate, Personal Financial Planning in CFP® Board-certified program @ University of California, Santa Cruz. With a robust skill set that includes Cross Functional Team Leadership, Leadership, Sales Enablement, Sales Operations, Financial Analysis and more, Julie He contributes valuable insights to the industry. Julie He has 3 emails on RocketReach.
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