Julie Smith
Senior Wealth Consultant at Mariner Wealth Advisors
- Role
- Senior Wealth Consultant at Mariner
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Julie Smith
As a senior wealth consultant, I focus on building relationships and connecting…
Experience
Senior Wealth Consultant
Apr 2014 — Present · Tulsa, OK, US
Mariner Wealth Advisors - Tulsa (formerly known as Adams Hall) is an independent, national wealth advisory firm that provides unbiased financial advise focused on meeting client needs.
Education
University of Nebraska-Lincoln
Chemical Engineering/Pre- Pharmacy
1976 — 1978
The University of Tulsa
BS and MBA, Accounting, Finance, Journalism, Advertising and Public Relations
1978 — 1982
Skills
- Credit
- Financial Modeling
- Financial Planning
- Financial Analysis
- Retirement Planning
- Business Strategy
- High Net Worth Wealth
- Real Estate
- Commercial Banking
- Investment Management
- Commercial Lending
- Leadership
- Financial Services
- Investment Advisory
- Valuation
- Cpa
- Cash Management
- Venture Capital
- Private Banking
- Estate Planning
- Equity Research
- Banking
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Advisory
- Process Improvement
- Due Diligence
- Wealth Management
- Wealth Preservation
- Strategic Financial Planning
- Investments
- Team Building
- Management
- Wealth
- Asset Management
- Investment Strategies
- Alternative Investments
- Private Equity
- Credit Analysis
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