Julie Margetich's Location
Wynnewood, PA, US
Julie Margetich's Work
- Fund Reporting Associate @ Graham Partners
- Equity Research Associate @ Janney Montgomery Scott LLC
- Portfolio Accounting @ Veritable, LP
- Finance Intern @ SMART Business Advisory and Consulting
- Finance and R and D Intern @ Airclic
- Accounting Assistant @ Business Intelligence International, Inc.
Julie Margetich's Education
- Saint Joseph's University
Master of Science (M.S.) (Business Education)
2014 - 2016 - James Madison University - College of Business
BBA (Finance, Economics)
2006 - 2010
Julie Margetich's Skills
- Financial Modeling
- Finance
- Accounting
- Portfolio Management
- Financial Analysis
- Analysis
- Investments
- Valuation
- Microsoft Excel
- Forecasting
Julie Margetich's Summary
Julie Margetich, based in Wynnewood, PA, US, is currently a Fund Reporting Associate at Graham Partners, bringing experience from previous roles at Janney Montgomery Scott, Veritable, LP, SMART Business Advisory and Consulting and AirClic. Julie Margetich holds a 2014 - 2016 Master of Science (M.S.) in Business Education @ Saint Joseph's University. With a robust skill set that includes Financial Modeling, Finance, Accounting, Portfolio Management, Financial Analysis and more, Julie Margetich contributes valuable insights to the industry. Julie Margetich has 1 email on RocketReach.
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