Julz Schwingler
Senior Investment Consultant @Rbc Rochdale
Minneapolis, MN, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2015 — Present
Senior Investment Consultant @Rbc Rochdale
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As a Senior Investment Consultant, Julz is responsible for fostering relationships with financial professionals including Financial Advisors, CPAs, attorneys, & their High Net Worth clients. In concert with these professionals & the City National Rochdale Portfolio Managers, she works to develop customized, risk-managed, tax-aware investment strategies.
EDUCATION
1987 — 1991
St. Olaf College
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
ABOUT JULZ SCHWINGLER
Mananging Director, Senior Investment Consultant for City National Rochdale
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