Julie Maxwell Email & Phone Number
Vice President and Wealth Management @ Janney Montgomery Scott LLC
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Julie Maxwell Location
- Philadelphia, PA, US
Julie Maxwell Work
- Vice President and Wealth Management @ (May 2019 - Present)
- Manager - Tax Reporting and Cost Basis @ (October 2017 - April 2019)
- Regulatory Analyst to the CEO @ (October 2016 - October 2017)
- Tax Reporting and Cost Basis Supervisor @ (May 2016 - October 2017)
- Tax Reporting and Cost Basis Associate @ (December 2013 - May 2016)
- Financial Sales Representative @ (June 2012 - December 2013)
- Intern to Assembly Minority Leader Brain M. Kolb @ (January 2008 - January 2008)
Julie Maxwell Education
- Temple University - James E. Beasley School of Law
J.D.
2011-2015 - Hobart and William Smith Colleges
Bachelor’s Degree (Political Science and Economics)
2006-2010
Julie Maxwell Skills
- Sales
- PowerPoint
- Series 7
- Trusts
- Training
- Creative Solutions
- Leadership
- Customer Service
- M&A analysis
- Client Counseling
- Technical Writing
- Contract Negotiation
- Estate and Gift Taxation
- Legal Writing
- Tax Law
Julie Maxwell Summary
- Julie Maxwell, based in Philadelphia, PA, US, is currently a Vice President and Wealth Management at Janney Montgomery Scott LLC. Julie Maxwell brings experience from previous roles at Janney Montgomery Scott LLC. Julie Maxwell holds a 2011 - 2015 J.D. @ Temple University - James E. Beasley School of Law. With a robust skill set that includes Sales, PowerPoint, Series 7, Trusts, Training and more. Julie Maxwell has 3 emails and 2 mobile phone numbers on RocketReach.
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