Julie Settles Email & Phone Number
Wealth Manager @ Money Concepts
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Julie Settles Location
- Steelville, MO, US
Julie Settles Work
- Wealth Manager @ (August 2007 - Present)
- Vice President @ (January 2005 - Present)
Julie Settles Education
- University of Kentucky
Accounting
1998-2002
Julie Settles Skills
- Wealth Management
- Strategic Planning
- Derivatives
- Portfolio Management
- Customer Service
- QROPS
- Investment Strategies
- High Net Worth Individuals
- Asset Allocation
- Financial Services
- Leadership
Julie Settles Summary
- Julie Settles, based in Steelville, MO, US, is currently a Wealth Manager at Money Concepts. Julie Settles brings experience from previous roles at FCNB Bank. Julie Settles holds a 1998 - 2002 Accounting @ University of Kentucky. With a robust skill set that includes Wealth Management, Strategic Planning, Derivatives, Portfolio Management, Customer Service and more. Julie Settles has 1 emails and 1 mobile phone numbers on RocketReach.
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