We found the following information about Julie A Back, CFP at Lakeview Financial Group, where this expert has worked as a Partner since 1998. Cfp's total work experience is over ten years, during which time this professional had at least two jobs at different companies to develop professional skills. Cfp studied at the Central Washington University. Currently, Cfp lives in Seattle, Washington. You can contact with Julie by searching for phone number or email or get additional information by requesting access to the person's additional details from SoftwareOfficial.
Name variants:
Cfp Back
Last updated Sep 22, 2024
Contact Information
Workplace
Colleagues
Work History
Partner
Financial planning focusing on planning and projecting for retirement, developing asset allocation models, funding education expenses, and tax and estate/will issues. We also implement and ...
from May 1998
Manager, Training Department
Key team member of committee which researched, designed, implemented and measured a sales training program for a sales force of over 300 insurance and securities representatives.
Increased p...
1987 — 1997
Education
Occupations
Executive
Partner
Accountant
Finance and Accounting Specialist
Manager
Team Member
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Financial planning and investment management
FAQs about Julie A Back, CFP
What is the profession of Julie A Back, CFP?
This professional's job is Financial Services
What are the main profession of Julie A Back, CFP?
These person's professions are Executive and Partner
Where does Julie A Back, CFP currently live?
Seattle, Washington is the place where Julie A Back, CFP currently lives
How many companies did Julie A Back, CFP work at?
Julie A Back, CFP worked at two jobs.
Does Julie A Back, CFP have personal website or blog?
The professional`s website is http://www.lakeview-financial.com.
What education does Julie A Back, CFP have?
Cfp studied at the Central Washington University.
What are special skills of Julie A Back, CFP?
This professional has skills in the following areas: Financial planning and investment management.