Senior Registered Client Associate@ Wells Fargo Advisors
New York, New York, United States
Julie Gurrieri
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Tell me more about Julie Gurrieri?
FlashIntel GPTJulie Gurrieri is a Senior Registered Client Associate at Wells Fargo Advisors, LLC with 12.3 years of experience in alternative investments, equities, and financial modeling. She is skilled in Bloomberg, hedge funds, and financial analysis. Julie has worked at Wells Fargo Advisors in St. Louis, Missouri, and at Morgan Stanley in the United States. She is based in the United States and has expertise in financial services and investment management.
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About
Senior Registered Client Associate at Wells Fargo Advisors, LLC
Work Experience
Senior Registered Client Associate
Financial Services
Julie Gurrieri's Professional Milestones
- Registered Associate (2011-06-01~2016-01-01): Successfully developed and implemented effective strategies to enhance customer satisfaction and increase revenue.
- Senior Registered Client Associate (2016-01-01~): Streamlined customer support process, resulting in increased customer satisfaction and reduced downtime.
Education
Marketing,
Finance,
Bachelors,
Finance & Marketing
1167609600-1293840000Skill
Alternative Investments
Equities
Bloomberg
Hedge Funds
Financial Modeling
Investments
Financial Analysis
Certification
Colleagues
Jeff Younger
Vice President - Compliance
Zachary B.
In the job market and owner of Buckley’s Bites Beef Jerky
Ross Wolff
Product Owner
Oluwatoyin Orebiyi
escalations manager at wells fargo advisors & owner at jt carr property solutions llc
Gina Hefflinger
Vice President | Senior Project Manager | Wealth Investment Management Owner | Swayed
Other Named Julie Gurrieri
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Julie Gurrieri's social media include: Linkedin,
Julie Gurrieri works for Wells Fargo Advisors
Julie Gurrieri's role in Wells Fargo Advisors is Senior Registered Client Associate
Julie Gurrieri works in the industry of Financial Services
Julie Gurrieri's colleagues are Jeff Younger,Zachary B.,Ross Wolff
Julie Gurrieri's latest job experience is Senior Registered Client Associate at Wells Fargo Advisors
Julie Gurrieri's latest education in Fairfield University
