Julio R Email & Phone Number
Senior Vice President of Wealth Management @ Raymond James
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Julio R Location
- Florida, United States
Julio R Work
- Senior Vice President of Wealth Management @ (March 2020 - Present)
- Senior Vice President @ Safra National Bank of New York (December 2014 - November 2019)
- Senior Relationship Manager @ (May 2013 - December 2014)
- Senior Vice President @ (January 1998 - January 2013)
Julio R Skills
- Asset Management
- Banking
- Capital Markets
- Credit
- Equities
- Finance
- Financial Analysis
- Financial Markets
- Financial Services
- Fixed Income
- Investments
- Mutual Funds
- Portfolio Management
- Risk Management
- Wealth Management
Julio R Summary
- Julio R, based in Florida, United States, is currently a Senior Vice President of Wealth Management at Raymond James. Julio R brings experience from previous roles at Safra National Bank of New York, RBC Wealth Management – Private Banking and HSBC Private Bank. With a robust skill set that includes Asset Management, Banking, Capital Markets, Credit, Equities and more. Julio R has 1 emails on RocketReach.
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