Name variants:
Julie Perotti,
Jule Perotti,
Jill Perotti
Last updated May 29, 2024
Contact Information
Last Update
Jul 11, 2022
Email
pe**@gmail.com, ju**@strategasrp.com, ju**@strategasrp.com
Location
New York, NY
Company
Workplace
Institutional Sales
New York, NY
Industry
Financial Services, Commercial Nonphysical Research
Colleagues
Work History
Director, Institutional Sales
52 Vanderbilt Ave, New York, NY 10017
Responsible for acquiring new institutional client relationships as well as growing existing relationships among hedge funds, mutual funds, pensions, and endowments in New York City, Texas, ...
Jan 2014 — Feb 2017
Regional Vice President
51 Madison Ave, New York, NY 10010
Oversaw the distribution of mutual funds, separately managed accounts, and guaranteed lifetime income products to financial advisors in the wirehouse, independent, and bank channels in vario...
Jun 2007 — May 2011
Education
2003 — 2007
2006 — 2006
1999 — 2003
Occupations
Accountant
Finance and Accounting Specialist
Executive
Director
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Mutual Funds
Hedge Funds
Investments
Series 7
Finance
Financial Advisory
Series 63
Crm
Separately Managed Accounts
Securities
Asset Management
Equities
Sales
Asset Allocation
Portfolio Management
FAQs about Julia Perotti
What's the profession of Julia Perotti?
This professional's job is Institutional Sales
What jobs is Julia Perotti proficient at at?
The expert is proficient at such jobs as Accountant and Finance and Accounting Specialist.
Where does Julia Perotti currently live?
The professional lives in New York, New York.
What is the expert's email?
The professional's email is pe**@gmail.com and ju**@strategasrp.com.
Where did Julia Perotti work?
Julia Perotti worked at Cornerstone Macro Llc, Strategas Research Partners.
What education does Julia Perotti have?
Julia studied at the Penn State University from 2003 to 2007.
What is professional industry that Julia Perotti worked in?
This person works in Financial Services industry.
What are the skills of Julia Perotti?
This professional has such skills as Mutual Funds, Hedge Funds, Investments, Series 7, Finance, Financial Advisory, Series 63, Crm, Separately Managed Accounts, Securities, Asset Management, and Equities.