Julie Steele Email & Phone Number
Client Relationship Manager @ Vanguard
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Julie Steele Location
- Philadelphia, PA, US
Julie Steele Work
- Client Relationship Manager @ (August 2023 - Present)
- Financial Advisor @ (May 2021 - Present)
- Vice President, Wealth Strategist @ (October 2016 - March 2021)
- Financial Advisor @ (November 2013 - July 2016)
- Financial Professional @ MidAtlantic Retirement Planning Specialists (January 2013 - June 2013)
- Financial Professional @ (September 2009 - January 2013)
- Network Services Specialist @ (February 2009 - June 2009)
- Account Manager @ (March 2008 - January 2009)
- Project Manager @ (November 2000 - February 2006)
- Relationship manager @ Vanguard Group (March 1993 - November 2000)
Julie Steele Education
- The American College of Financial Services
CFP Certification
2017-2022 - Widener University
BS (Economics)
Julie Steele Skills
- Financial Planning
- Disability Insurance
- Long-term Care
- Leadership
- Financial Advisory
- Financial Services
- Finance
- IRAs
- Retirement Planning
- Securities
- Mutual Funds
- Investments
- Business Strategy
- Strategic Planning
- Fixed Annuities
- CRM
- Analysis
- Management
- Project Management
- Retirement
- Insurance
- Series 7
- New Business Development
- Life Insurance
- ETFs
- Market Research
- Series 63
- Wealth Management
- Banking
- Planning
- Portfolio Management
- Business Development
- Customer Service
- Long Term Care
Julie Steele Summary
- Julie Steele, based in Philadelphia, PA, US, is currently a Client Relationship Manager at Vanguard. Julie Steele brings experience from previous roles at Vanguard, PNC, 1847Financial and MidAtlantic Retirement Planning Specialists. Julie Steele holds a 2017 - 2022 CFP Certification @ The American College of Financial Services. With a robust skill set that includes Financial Planning, Disability Insurance, Long-term Care, Leadership, Financial Advisory and more. Julie Steele has 3 emails and 2 mobile phone numbers on RocketReach.
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