Wealth Management Advisor
Current
Jan 2023 - Present
AeroLeads people directory · profile
Julia Duque Email & Phone Number
Wealth Management Advisor
at
CBIZ
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Management Advisor
Location
Greater Cleveland, United States
Company size
Who is Julia Duque? Overview
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Quick answer
Julia Duque is listed as Wealth Management Advisor at CBIZ, a with 3035 employees, based in Greater Cleveland, United States. AeroLeads shows a matched LinkedIn profile for Julia Duque.
Julia Duque previously worked as Portfolio Strategist at Cbiz and Associate Portfolio Strategist at Cbiz. Julia Duque holds Bachelor Of Science (B.S.), Finance from Ohio State University - Fisher College Of Business.
Company email context
Email format at CBIZ
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CBIZ
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Profile bio
About Julia Duque
Julia Duque is a Wealth Management Advisor at CBIZ.
Current workplace
Julia Duque's current company
Company context helps verify the profile and gives searchers a useful next step.
Cbiz
5 roles
Julia Duque work experience
A career timeline built from the work history available for this profile.
Portfolio Strategist
Apr 2020 - Dec 2022
Associate Portfolio Strategist
Oct 2018 - Apr 2020
Financial Analyst Intern
▪ Analyze target date investment options for 401(k) plans▪ Evaluate 403(b) investment option fees for members of South Carolina Consortium of Private Colleges▪ Complete research and draft white papers for socially responsible investing▪ Prepare quarterly write-ups for Watch List Funds for 401(k) plans
Jul 2016 - May 2018
Marketing Intern
▪ Organize national database of retirement plan committee members of private universities▪ Create biographies of professional staff for nationally ranked retirement plan consulting team▪ Attend and participated in weekly strategic planning meetings for national marketing team▪ Rationalized network database for retirement plan sales team▪ Developed and managed online fundraising portal to support Dress for Success, a non-profit assisting low income women with career development
Jun 2015 - Aug 2015
Team & coworkers
Colleagues at CBIZ
Other employees you can reach at cbiz.com. View company contacts for 3035 employees →
NT
Nydia Tong, Ca, Cpa
Colleague at CbizGreater Madison Area, United States
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CG
Chuck Grigg
Colleague at CbizMarlton, New Jersey, United States
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TS
Tami Shea
Colleague at CbizChesterton, Indiana, United States
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CB
Carl Bishop, Pmp
Colleague at CbizMentor, Ohio, United States
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TB
Taylor Bruns
Colleague at CbizAcworth, Georgia, United States
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JT
Jennifer Tripp
Colleague at CbizSan Jose, California, United States
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TP
Tony Pisani, Cpa
Colleague at CbizBoston, Massachusetts, United States
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PS
Patricia Stahm
Colleague at CbizPhoenix, Arizona, United States
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KC
Kathleen Cooke Mcrp, Chhc®
Colleague at CbizCleveland, Ohio, United States
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KG
Kerry Goss
Colleague at CbizWoodbridge, Virginia, United States
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Nydia Tong, Ca, Cpa
Colleague at CbizGreater Madison Area, United States
View →
CG
Chuck Grigg
Colleague at CbizMarlton, New Jersey, United States
View →
TS
Tami Shea
Colleague at CbizChesterton, Indiana, United States
View →
CB
Carl Bishop, Pmp
Colleague at CbizMentor, Ohio, United States
View →
TB
Taylor Bruns
Colleague at CbizAcworth, Georgia, United States
View →
JT
Jennifer Tripp
Colleague at CbizSan Jose, California, United States
View →
TP
Tony Pisani, Cpa
Colleague at CbizBoston, Massachusetts, United States
View →
PS
Patricia Stahm
Colleague at CbizPhoenix, Arizona, United States
View →
KC
Kathleen Cooke Mcrp, Chhc®
Colleague at CbizCleveland, Ohio, United States
View →
KG
Kerry Goss
Colleague at CbizWoodbridge, Virginia, United States
View →
2 education records
Julia Duque education
Bachelor Of Science (B.S.), Finance
Ohio State University - Fisher College Of Business
Education record
Brecksville Broadview Heights High School
FAQ
Frequently asked questions about Julia Duque
Quick answers generated from the profile data available on this page.
What company does Julia Duque work for?
Julia Duque works for CBIZ.
What is Julia Duque's role at CBIZ?
Julia Duque is listed as Wealth Management Advisor at CBIZ.
Where is Julia Duque based?
Julia Duque is based in Greater Cleveland, United States while working with CBIZ.
What companies has Julia Duque worked for?
Julia Duque has worked for Cbiz.
Who are Julia Duque's colleagues at CBIZ?
Julia Duque's colleagues at CBIZ include Nydia Tong, Ca, Cpa, Chuck Grigg, Tami Shea, Carl Bishop, Pmp, and Taylor Bruns.
How can I contact Julia Duque?
You can use AeroLeads to view verified contact signals for Julia Duque at CBIZ, including work email, phone, and LinkedIn data when available.
What schools did Julia Duque attend?
Julia Duque holds Bachelor Of Science (B.S.), Finance from Ohio State University - Fisher College Of Business.
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