Julie Meyer Email & Phone Number
Director of Compliance for Affiliated Advisors @ Affiliated Advisors
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Julie Meyer Location
- Minneapolis, MN, US
Julie Meyer Work
- 2026 -now Director of Compliance for Affiliated Advisors @
- 2020 -2026 Director of Operations and OSJ Branch Manager @
- 2019 -2020 Registered Administrative Assistant @ Mill City Investment Services
- 2015 -2019 Senior Auditor @
- 2008 -2015 Director of Client Services @ Advanced Wealth Management Group
- 2003 -2008 OSJ Manager @
Julie Meyer Skills
- Retirement
- Securities
- Management
- Investment Advisory Services
- Investments
- Series 24
- AML
- Business Analysis
- Financial Reporting
- Internal Controls
- Training
- Sales
Julie Meyer Summary
- Julie Meyer, based in Minneapolis, MN, US, is currently a Director of Compliance for Affiliated Advisors at Affiliated Advisors. Julie Meyer brings experience from previous roles at BENNETT, MASTIN & KOSMAK, INC, Mill City Investment Services, Cetera Financial Group and Advanced Wealth Management Group. With a robust skill set that includes Retirement, Securities, Management, Investment Advisory Services, Investments and more. Julie Meyer has 1 emails and 2 mobile phone numbers on RocketReach.
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