Julie Jackson
Tell me more about Julie Jackson?
Julie Jackson is a highly experienced professional with 24.1 years of work experience in the financial services industry. Based in the United Kingdom, she has a diverse skill set that includes wealth management, retail banking, mortgage lending, and investment advisory. Julie has held various positions at HSBC, including Regional Financial Planning Manager and Financial Planning Sales Manager. She is currently the Head of Mortgages & Protection, where she has been instrumental in driving the success of the company.
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Emails and Phone Numbers
About
Head of Mortgages & Protection
Work Experience
Head Of Mortgages And Protection
Regional Financial Planning Manager
Financial Planning Sales Manager
Financial Services
Julie Jackson's Professional Milestones
- Financial Planning Sales Manager (2001-08-01~2010-09-01): Developed effective financial strategies to drive revenue growth and optimize revenue allocation.
- Head Of Mortgages And Protection (1999-09-01~): Developed and implemented strategic program initiatives to enhance mortgage protection and protect consumers.
Skill
Wealth Management
Retail Banking
Mortgage Lending
Banking
Pensions
Income Protection
Wealth
Retirement Planning
Investment Advisory
Strategic Financial Planning
Protection
Relationship Management
Financial Services
Investments
Financial Advisory
Portfolio Management
Wealth Management Services
Residential Mortgages
Financial Risk
Inheritance Tax Planning
Certification
Colleagues
Premkumar V.
Senior Product Owner
Sarah Norman
Vendor Manager & Managed Print Service Owner at HSBC
Ramanjeet Kaur
Consultant | Ex-Product Owner | Certified Safe 5 Product | Product Manager
Stephanie Caw
Senior Product Owner
Rajesh Pednekar
Client Service Manager | Business Owner
Other Named Julie Jackson
Frequently asked questions
We found 2 Julie Jackson's email addresses
We found 1 Julie Jackson's phone numbers
Julie Jackson's social media include: Linkedin,
Julie Jackson works for HSBC
Julie Jackson's role in HSBC is Head Of Mortgages And Protection
Julie Jackson works in the industry of Financial Services
Julie Jackson's colleagues are Premkumar V.,Sarah Norman,Ramanjeet Kaur
Julie Jackson's latest job experience is Head Of Mortgages And Protection at HSBC