Julie Steele Email & Phone Number
Client Relationship Manager @ Vanguard
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Julie Steele Location
- Philadelphia, PA, US
Julie Steele Work
- 2023 -now Client Relationship Manager @
- 2021 -now Financial Advisor @
- 2016 -2021 Vice President, Wealth Strategist @
- 2013 -2016 Financial Advisor @
- 2013 -2013 Financial Professional @ MidAtlantic Retirement Planning Specialists
- 2009 -2013 Financial Professional @
- 2009 -2009 Network Services Specialist @
- 2008 -2009 Account Manager @
- 2000 -2006 Project Manager @
- 1993 -2000 Relationship manager @ Vanguard Group
Julie Steele Education
- The American College
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. 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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