Julie Enloe is a high-level professional, who works in Wisconsin & Illinois Bank and Trust on the position of Wealth Advisor since 2018. Julie gained professional experience in more than ten positions at various companies. Julie Enloe went to the Marquette University Law School and got education there from 1991 to 1994. Madison, Wisconsin is the area, where the professional was lastly known to be situated. Their email address and phone can be easily accessed through this website on demand.
Name variants:
Julia Enloe,
Julianne Enloe,
Juliet Enloe
Last updated May 28, 2024
Contact Information
Last Update
Jul 9, 2022
Email
ju**@bmo.com, jd**@yahoo.com
Location
Madison, WI
Company
Wisconsin & Illinois Bank and Trust
Workplace
Wealth Advisor
Work History
Wealth Advisor
Bringing customized wealth solutions to private business owners and high net worth clients.
from Nov 2018
Vp, Senior Manager Financial Planning
Chicago, IL
Business succession and personal financial planning for multi-generational families and high net worth individuals.
Aug 2016 — Jul 2018
Vp, Director of Trust and Estate Services
111 west Monroe St, Chicago, IL 60603
Assist high net worth clients with Trust and Estated Administration, estate and succession planning, and holistic financial planning needs.
Jun 2014 — Jul 2016
Tax Manager
Fast and accurate tax preparation at affordable prices, as well as accounting and bookkeeping services. Check them out at www.northstarcpa.com!
Jan 2014 — Apr 2014
Trusts and Estates Tax Manager
GREAT CPA firm! I could not recommend them enough! Fabulous group of people who really know their stuff!
Jan 2010 — Apr 2010
Senior Regional Financial Planner
420 Montgomery St, San Francisco, CA 94129
Provide holistic financial planning services to HNW clients and business owners
Sep 2007 — Apr 2010
Senior Vice President
2323 north Mayfair Rd SUITE 240, Milwaukee, WI 53226
Sole attorney/CPA for a multiclient family office providing financial services to high net worth families and business owners
1997 — 2007
Tax Senior, Estate Planning Coordinator
10700 Research Dr SUITE 200, Milwaukee, WI 53226
Complex business and personal tax return preparation and review. Design and implementation of estate planning services for clients in southeast Wisconsin.
1995 — 1997
Education
1991 — 1994
1988 — 1988
Occupations
Advisor
Accountant
Finance and Accounting Specialist
Executive
Vice President
Senior Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Operations Manager
Skills
Estate Planning
High Net Worth Individuals
Trusts
Wealth Management
Wealth
Financial Planning
Financial Services
Tax
Retirement Planning
Strategic Financial Planning
Investments
Tax Preparation
Wealth Management Services
Estate Tax Planning
Banking
Finance
Small Business
Financial Analysis