Julia Sears Email & Phone Number

San Diego, Ca, Us

Greater San Diego Area

Pathstone, The Modern Family Office, is an independent and partner-owned advisory firm, offering families, family offices and select institutions customized investment solutions and comprehensive family and foundation office services. Pathstone's objective is to help clients create, manage and preserve wealth across generations. Pathstone integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.

Greater Atlanta Area

Greater Atlanta Area

Skilled accounting professional with a strong understanding of all aspects of accounting and financial reporting. Proven ability to manage multiple assignments and clients while meeting tight deadlines and providing high quality work. Self-directed professional with excellent problem solving, analytical and communication skills.

Greater Nashville Area, Tn

Supported senior leadership on initiatives to increase revenue, reduce expenses and mitigate risks by developing ROIs and other financial models to respond to stakeholder needs and align with organizational strategies.

Masters In Business Administration

Bachelors Of Science In Family And Consumer Sciences, Consumer Economics And Housing