Since 2019, Julie Penwell has been working in Private Ocean located 1189, 1189. This expert is a qualified Paraplanner with over two years of work experience. According to Julie's CV and work profile, the professional has worked at more than five places with numerous backgrounds and gained different skills. Julie attended school at the Central Washington University from 2019. Julie can be found in Ellensburg, Washington – where the professional currently lives. You can contact with Julie by looking for phone or email or get full information by requesting access to Julie's details from us.
Name variants:
Julia Penwell,
Julianne Penwell,
Juliet Penwell
Last updated May 29, 2024
Contact Information
Workplace
Colleagues
Work History
Research Assistant
Expedites communication between 150 individuals quarterly including professors, instructors, student teachers (DMD's), fellow research assistants, graduate students, student mentors and stud...
Jan 2017 — Jun 2019
Financial Planning Intern
100 Smith Ranch Rd SUITE 300, San Rafael, CA 94903
Gained direct financial planning experience by assisting in the plan creation process; utilizing financial data, client information/goals, meeting notes and other information to create finan...
Jun 2018 — Sep 2018
Intern
100 Smith Ranch Rd SUITE 300, San Rafael, CA 94903
Spent time learning from every team member, seeking to understand the daily tasks and importance of the varying roles within a Financial Planning Firm. Worked closely alongside the Operation...
Jun 2017 — Dec 2017
Community Programmer For Business Llc
Planned events for students living in the Business dorms while working collaboratively with University Housing Staff, Community Programmers, Resident Advisors, Residents, and Hall Leadership...
Apr 2017 — Jun 2017
Education
from 2019
2016 — 2019
2014 — 2016
Occupations
Accountant
Finance and Accounting Specialist
Scientist
Research Assistant
Executive
Chairperson
Counselor
Director
Accounting Bookkeeper
Bookkeeper
Researcher
Survey Researcher
Chief Executive
Advisor
Operations Manager
Skills
Leadership
Management
Customer Service
Food and Beverage
Training
Inventory Management
Microsoft Office
Microsoft Excel
Accounting
Microsoft Word
Customer Satisfaction
Data Entry
General Office Skills
File Archiving
Critical Thinking
Analytical Skills
Community Engagement
Team Leadership
Life Skills
Personal Development
Public Speaking
R
Social Media
Project Management
Customer Relationship Management
Retail
Microsoft Powerpoint
Time Management
Teamwork
Junxure
Orion
E Money
Money Guide Pro
Event Planning
Strategic Planning