Julie Pully

Managing Director at U.S. Bank PWM

Role: Private Wealth Management Managing Director and Senior Portfolio Manager at U.S. Bank
Location: Chicago, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Julie Pully

As a Portfolio Manager Managing Director at U.S. Bank Private Wealth Management, I am…

Experience

Private Wealth Management Managing Director and Senior Portfolio Manager
U.S. Bank
Jun 2020 — Present

Education

DePaul University
BS, Finance
The University of Chicago Booth School of Business
MBA, Finance and Economics
2005 — 2009

Skills

Trusted Advisor
Financial Analysis
Investment Strategies
Portfolio Management
High Net Worth Individuals
Client Relationship Building
Investment Management
Asset Allocation
Investments
Interpersonal Skills
Security Analysis
Asset Managment
Fixed Income
Wealth Management
Equities

Contact information

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Work email
•••••@usbank.com
Personal email
•••••@•••••.com
Direct dial
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Current company

U.S. Bank

Banking · 87K employees · Minneapolis, Minnesota, United States

At U.S. Bank, we help millions of clients achieve their goals with a balance of best-in-class technology and human expertise tailored to individual needs. As the fifth-largest commercial bank in the United States, we’ve built a reputation for strength and stability across a diversified mix of businesses, including commercial and institutional banking, business banking, payments, wealth management and consumer banking. We’ve been named one of the World’s Most Ethical Companies® by the Ethisphere Institute and the most admired superregional bank by Fortune. In addition to thousands of branches serving consumers, U.S. Bank offers a complete suite of products, services and strategic partnerships for business. Within our Wealth, Corporate, Commercial and Institutional Banking division, we serve more than half a million clients across the country and around the world, ranging from wealthy individuals and families to the largest corporations, including 90% of Fortune 1000 companies. We’re also consistently recognized as a great place to work. We’re shaping our company culture with intention, focused on creating a workplace where it’s safe to speak up, share ideas and try new things. We’re proud to be recognized as a “Best for Vets” employer by the Military Times and included on Fair360’s (formerly DiversityInc.) list of Top 50 Companies for Diversity. U.S. Bank, NA. Member FDIC. Equal Housing Lender.

usbank.com

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About Julie Pully

Experience

Private Wealth Management Managing Director and Senior Portfolio Manager

Education

DePaul University

The University of Chicago Booth School of Business

Skills

Find verified contacts for anyone on LinkedIn