Julie Moretta's Location
Leicester, GB
Julie Moretta's Work
- Head of Paraplanning @ Chesterton House
- Paraplanner @ Chesterton House
- Paraplanner @ Mazars
- Administrator @ BBT Financial Services
Julie Moretta's Education
- De Lisle Comprehensive School1982 - 1987
Julie Moretta's Skills
- Estate Planning
- Tax
- High Net Worth Individuals
- Strategic Financial Planning
- Management
- Investments
- Inheritance Tax Planning
- Paraplanning
- Pensions
- Team Management
Julie Moretta's Summary
Julie Moretta, based in Leicester, GB, is currently a Head of Paraplanning at Chesterton House, bringing experience from previous roles at Chesterton House, Mazars and BBT Financial Services. Julie Moretta holds a 1982 - 1987 De Lisle Comprehensive School. With a robust skill set that includes Estate Planning, Tax, High Net Worth Individuals, Strategic Financial Planning, Management and more, Julie Moretta contributes valuable insights to the industry. Julie Moretta has 1 email on RocketReach.
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