Julie Schatz's Location
Menlo Park, CA, US
Julie Schatz's Work
- Partner and Financial Planner @ Forum Financial Management, LP
- Partner and Financial Planner @ Investor's Capital Management, LLC
- Technical Sales @ Loctite/Dexter/Hysol
- Technical Service @ Hercules
Julie Schatz's Education
- University of Notre Dame
BSME
1979 - 1983
Julie Schatz's Skills
- Estate Planning
- Portfolio Management
- Financial Advisory
- Strategic Financial Planning
- Investment Strategies
- Personal Finance
- Strategic Financial
- Investments
- Financial Goals
- Personal Financial
Julie Schatz's Summary
Julie Schatz, based in Menlo Park, CA, US, is currently a Partner and Financial Planner at Forum Financial Management, LP, bringing experience from previous roles at Investor's Capital Management, LLC, Loctite/Dexter/Hysol and Hercules Inc.. Julie Schatz holds a 1979 - 1983 BSME @ University of Notre Dame. With a robust skill set that includes Estate Planning, Portfolio Management, Financial Advisory, Strategic Financial Planning, Investment Strategies and more, Julie Schatz contributes valuable insights to the industry. Julie Schatz has 2 emails and 1 mobile phone number on RocketReach.
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