We found the following information about Julie Bryan at Allen Trust Company, where Julie has worked as a Chief Investment Officer since 2018. Julie's total work experience is over 19 years, during which time this expert had at least five jobs at different places to develop professional skills. Julie studied at the Marylhurst University from 2004 to 2006. Currently, Julie Bryan is located in West Linn, Oregon. You can contact with Julie by searching for phone or email or get exhaustive information by requesting access to the person's further details from us.
Name variants:
Julia Bryan,
Julianne Bryan,
Juliet Bryan
Last updated May 29, 2024
Contact Information
Workplace
Chief Investment Officer
Portland, OR
Industry
Financial Services, Investment Advisory Service, Trust, Fiduciary, & Custody Activities, Investment Advice
Colleagues
Work History
Chief Investment Officer
121 southwest Morrison St SUITE 875, Portland, OR 97204
from Sep 2018
Portfolio Manager
121 southwest Morrison St SUITE 875, Portland, OR 97204
Manage individual taxable and nontaxable portfolios.
Aug 2014 — Sep 2018
Vice President - Director of Research and Portfolio Manager
MKG Financial Group manages equity and fixed income portfolios for individuals.
Apr 2010 — Aug 2014
Executive Vice President
Retained part time to enhance retailer research reports by introducing enhanced financial analysis.
Designed and implemented income statement and cash flow models
strengthened quality of ...
Oct 2006 — Feb 2009
Portfolio Manager
Portfolio Manager for Contrarian-focused investment management firm. Company managed both balanced and equity accounts, as well as both institutional and individual investors. All portfolio ...
1990 — 1998
Education
2004 — 2006
1977 — 1981
Occupations
Executive
Chief Investment Officer
Financial Broker
Portfolio Manager
Management Analysts
Investment Analyst
Financial Analyst
Skills
Portfolio Management
Equities
Finance
Fixed Income
Investment Management
Investments
Economics
Financial Services
Due Diligence
Business Strategy
Strategic Planning
Valuation
Financial Modeling
Asset Management
Public Speaking
Management Consulting
Private Equity
Radio Broadcasting
Client Service
Asset Managment