Julie Wimer
Head of Relationship Management at Great Gray Trust Company
- Role
- Head of Relationship Management at Great Gray Trust Company
- Location
- Scotch Plains, NJ, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Julie Wimer
Seasoned executive leader with extensive experience in the retirement and financial…
Experience
Head of Relationship Management
Apr 2023 — Present
Education
Ithaca College
BS
1993 — 1997
Skills
- 401(K) Retirement Savings Plans
- Asset Management
- Finra Series 6
- Investments
- Financial Services
- Strategy
- Strategic Planning
- 401k, Defined Contribution
- Asset Allocation
- Mutual Funds
- Product Development and Management
- Retirement Planning
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