Mission Wealth@ Mission Wealth
New York, New York, United States
Julian Driver, MS,AAMS®,AWMA®
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Purchase College, SUNY
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Tell me more about Julian Driver, MS,AAMS®,AWMA®?
FlashIntel GPTJulian Driver, MS, AWMA is an experienced professional with 8.1 years of work experience in the financial services industry. He is skilled in Client Services and Consulting and holds a Master of Science degree in International Business. Julian has worked in various roles, including Client Advisor Associate at Mission Wealth, Registered Representative at NYLIFE Securities LLC, and Sr. Financial Services at New York Life Insurance Company. He has also worked as an Associate Account Manager at Cammack Retirement Group and as a Negotiator at Strategic Financial Solutions NY. Julian is based in Los Angeles, California.
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About
Experienced Professional with a demonstrated history of working in the financial services industry. Skilled in Client Services and Consulting. With a Master of Science (M.S.) focused in International Business from Hult International Business School.
Work Experience
Mission Wealth
Client Advisor Associate
Financial Services
Julian Driver, MS,AAMS®,AWMA®'s Professional Milestones
- Negotiator (2017-04-01~2018-04-01): Managed cross section discussions, garnering favorable feedback and enhancing organizational development.
- Consultant (intern) (2015-09-01~2016-08-01): Assisted in the implementation of new initiatives, contributing to overall business success.
Education
Communication And Media Studies
Skill
Customer Service
Teamwork
Microsoft Office
Sales
Microsoft Excel
Interpersonal Communication Abilities
Time Management
Powerpoint
Social Networking
Event Planning
Communicative Skills
Microsoft Word
Customer Satisfaction
Public Speaking
Leadership
Social Media
Marketing
Management
Communication
Computer
Relationship Builder With Unsurpassed Interpersonal Skills
Client Relations
Series 6
Client Services
Certification
Colleagues
Michelle Winkles
Partner | Chief Marketing Officer
Matthew Adams
ceo & managing partner at mission wealth
Kieran Osborne, CFA
Chief Investment Officer
Matthew Adams
Chief Executive Officer | Managing Partner
Renee Hennessee
partner and cto @ mission wealth | future-ready operations
Other Named Julian Driver, MS,AAMS®,AWMA®
Frequently asked questions
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We found 2 Julian Driver, MS,AAMS®,AWMA®'s phone numbers
Julian Driver, MS,AAMS®,AWMA® works for Mission Wealth
Julian Driver, MS,AAMS®,AWMA®'s role in Mission Wealth is Mission Wealth
Julian Driver, MS,AAMS®,AWMA® works in the industry of Financial Services
Julian Driver, MS,AAMS®,AWMA®'s colleagues are Michelle Winkles,Matthew Adams,Kieran Osborne, CFA
Julian Driver, MS,AAMS®,AWMA®'s latest job experience is Mission Wealth at Mission Wealth
Julian Driver, MS,AAMS®,AWMA®'s latest education in Purchase College, SUNY
