Julie Marta's Location
Keller, TX, US
Julie Marta's Work
- Compliance Manager @ Avantax
- Client Service and Compliance Manager @ The Financial Source Group - Baird Management Corporation
- Administrative Assistant, Investment Management Services @ Southwest Securities, Inc.
Julie Marta's Education
- Texas A&M University
Business Administration and Management, General
1991 - 2002
Julie Marta's Skills
- Leadership
- Strategic Planning
- Process Improvement
- Risk Management
- Business Analysis
- Financial Services
- FINRA
- SEC
- Series 7
- Series 24
Julie Marta's Summary
Julie Marta, based in Keller, TX, US, is currently a Compliance Manager at Avantax Wealth Management℠, bringing experience from previous roles at The Financial Source Group - Baird Management Corporation and Southwest Securities. Julie Marta holds a 1991 - 2002 Business Administration and Management, General @ Texas A&M University. With a robust skill set that includes Leadership, Strategic Planning, Process Improvement, Risk Management, Business Analysis and more, Julie Marta contributes valuable insights to the industry. Julie Marta has 2 emails and 1 mobile phone number on RocketReach.
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Ellana Walker
Marketing Director, SigniFI Elite Advisor Brands at Avantax
Oklahoma City, OK, US35
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