Julie Schatz's Location

San Jose, California, United States

Julie Schatz's Work

Julie Schatz's Education

  • University of Notre Dame

    Bachelor of Science in Mechanical Engineering (Mechanical Engineering)

    1979 - 1983

Julie Schatz's Skills

  • Investments
  • Asset Allocation
  • Financial Advisory
  • Wealth Management
  • Strategic Financial Planning
  • Investment Management
  • Investment Advisory
  • Retirement
  • Estate Planning
  • Strategic Planning

Julie Schatz's Summary

Julie Schatz, based in San Jose, California, United States, is currently a Partner and Financial Planner at Investors Capital Management, Inc., bringing experience from previous roles at Loctite/Dexter/Hysol and Hercules. Julie Schatz holds a 1979 - 1983 Bachelor of Science in Mechanical Engineering in Mechanical Engineering @ University of Notre Dame. With a robust skill set that includes Investments, Asset Allocation, Financial Advisory, Wealth Management, Strategic Financial Planning and more, Julie Schatz contributes valuable insights to the industry. Julie Schatz has 3 emails on RocketReach.

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