Name variants:
Julia Back,
Julianne Back,
Juliet Back
Last updated May 29, 2024
Contact Information
Last Update
Jul 7, 2022
Email
ju**@lakeview-financial.com, ju**@monarchwealth.com
Location
Seattle, WA
Company
Workplace
Colleagues
Work History
Advisor and Principal
100 Smith Ranch Rd SUITE 300, San Rafael, CA 94903
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 m...
from Jan 2018
Founding Partner
On January 1, 2018 Lakeview joined the team at Private Ocean. We are proud to be part of this highly talented, intelligent and ethical group of planners and investment managers. Please see u...
Jan 2006 — Dec 2017
Manager, Training Department
901 Main Ave, Norwalk, CT 06851
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...
1987 — 1997
Education
Occupations
Advisor
Professor
School Principal
Accountant
Finance and Accounting Specialist
Executive
Partner
Managers
School Administrator
Educational Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Financial Planning
Investments
Finance
Retirement Planning
Asset Allocation
Investment Management
FAQs about Julie Back
What is the profession of Julie Back?
This professional's job is Advisor and Principal
What jobs is Julie Back a professional at?
Julie Back is proficient at such jobs as Advisor.
Where is Julie Back currently located?
The professional is located in Seattle, Washington.
Does the expert have the email address?
ju**@lakeview-financial.com and ju**@monarchwealth.com is Julie Back's email address.
Where did Julie Back work?
Julie worked at Private Ocean, Lakeview Financial Group.
What education does Julie Back have?
Julie studied at the Central Washington University.
Are there any industries, that Julie Back is connected to?
This professional works in Investment Management industry.
What are special skills of Julie Back?
Julie has such skills as Financial Planning, Investments, Finance, Retirement Planning, Asset Allocation, and Investment Management.