Julie Penwell
- Role
- Assistant Vice President, Advisor at Wealthspire
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Julie Penwell
I’ve known since I was 15 that I wanted to be a financial advisor, and I feel lucky that…
Experience
Assistant Vice President, Advisor
Aug 2022 — Present
Education
Cascadia College
Associate of Arts (A.A.), Business
2014 — 2016
Central Washington University
Bachelor of Business Administration (B.B.A.), Financial Planning and Services, Forecasting Economics and Accounting
2016 — 2019
Skills
- Customer Relationship Management (Crm)
- Analytical Skills
- Microsoft Word
- File Archiving
- Customer Satisfaction
- Microsoft Excel
- Management
- Training
- Life Skills
- Money Guide Pro
- Public Speaking
- Food & Beverage
- Inventory Management
- Microsoft Office
- Data Entry
- Accounting
- Orion
- Customer Service
- Project Management
- Teamwork
- General Office Skills
- Time Management
- Leadership
- Junxure
- Community Engagement
- Critical Thinking
- Personal Development
- Team Leadership
- Retail
- Microsoft Powerpoint
- R
- Social Media
- E-Money
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