Julia Allen

Julia Allen Email and Phone Number

Chief Operations Officer | Head of Business Development @ Walser Wealth Management
tampa, florida, united states
Julia Allen's Location
Tampa, Florida, United States, United States
Julia Allen's Contact Details

Julia Allen work email

Julia Allen personal email

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About Julia Allen

Julia Allen is a Chief Operations Officer | Head of Business Development at Walser Wealth Management. She possess expertise in customer service, time management, event planning, microsoft word, management and 36 more skills. She is proficient in Spanish.

Julia Allen's Current Company Details
Walser Wealth Management

Walser Wealth Management

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Chief Operations Officer | Head of Business Development
tampa, florida, united states
Website:
walserwealth.com
Employees:
6
Julia Allen Work Experience Details
  • Walser Wealth Management
    Chief Operations Officer | Head Of Business Development
    Walser Wealth Management Oct 2023 - Present
  • Walser Wealth Management
    Director Of Business Development
    Walser Wealth Management Apr 2022 - Oct 2023
  • Walser Wealth Management
    Business Development Manager
    Walser Wealth Management Sep 2017 - Apr 2022
    Tampa/St. Petersburg, Florida Area
  • Walser Wealth Management
    Client Services Manager
    Walser Wealth Management Feb 2017 - Sep 2017
    Tampa/St. Petersburg, Florida Area
  • Aramark
    Suite Specialist
    Aramark Sep 2013 - Dec 2017
    Tampa/St. Petersburg, Florida Area
    Responsible for providing exceptional hospitality to all Premium Suite holders and single game renters for all events hosted at Raymond James Stadium.
  • Redefining Refuge, Inc
    Monarch House Case Manager
    Redefining Refuge, Inc Dec 2015 - Dec 2016
    Responsible for overall operations at the 5 bed Safe House for exploited girls ages 12-17 years of age.Implement, oversee, and monitor program services provided to residents and facility maintenance to include managing physical environment, upkeep and repairs. Communicates with staff, case managers, doctors, and resident’s support system to ensure all resident’s needs are being met. Planned outings and activities that will allow for social, educational, or mental development… Show more Responsible for overall operations at the 5 bed Safe House for exploited girls ages 12-17 years of age.Implement, oversee, and monitor program services provided to residents and facility maintenance to include managing physical environment, upkeep and repairs. Communicates with staff, case managers, doctors, and resident’s support system to ensure all resident’s needs are being met. Planned outings and activities that will allow for social, educational, or mental development. Built and maintained relationships with residents, families, community partners, local task forces, and Redefining Refuge Board of Directors. Some Responsibilities included but were not limited to: managed multiple projects and deadlines simultaneously, arranged and lead weekly conference calls and meetings between staff, youth, and their respected parties, managed emergency situations, maintained a constant oversight of the residents and promoted confidentiality in compliance with DCF, Completed internal audits, scheduled appointments and meetings, managed organizations calendar, created employee schedules, coordinated travel arrangements, answered calls and delivered messages, completed monthly progress notes, resident census, allowance census, life skill census, and allowance distribution, assisted in budgeting and planning outings or community service, coordinated house and office supplies, managed BB buck reward program, managed inventory of resource closet, prepared weekly expense reports, created new documents, filing, implemented new procedures, trained new employees, ensuring house is in compliance with DCF standards, completed resident event and activity log on monthly basis and filed in appropriate binder, emailed psychotropic medication log to Eckerd every month, established and maintained professional relationships with community partners, and collaborated with Executive Director to participate in community outreach-presentations, events, club outreach. Show less
  • Redefining Refuge, Inc
    Child Advocate
    Redefining Refuge, Inc May 2015 - Nov 2015
    -Provide day to day trauma informed care for residents.-Oversee and monitor program services.-Build relationships and trust with traumatized and disenfranchised young women ages 12-17.-Maintain case history records and prepare reports.-Provide mediation and conflict resolution as appropriate, to address all conflict and safety concerns in the space. -Document all meetings and progress on case management notes of resident's activities and maintain resident's records.-Set… Show more -Provide day to day trauma informed care for residents.-Oversee and monitor program services.-Build relationships and trust with traumatized and disenfranchised young women ages 12-17.-Maintain case history records and prepare reports.-Provide mediation and conflict resolution as appropriate, to address all conflict and safety concerns in the space. -Document all meetings and progress on case management notes of resident's activities and maintain resident's records.-Set and contribute to a safe, dignified, orderly atmosphere by enforcing program policies and procedures. Show less
  • P.F. Chang'S China Bistro
    Guest Services
    P.F. Chang'S China Bistro Jan 2013 - Aug 2015
    Clearwater
    Cash handling operationsStrategic planningTime managementTeamworkPremium Guest ServicePromotional marketingClientele growth/maintaining relationshipsFood preparation/handling

Julia Allen Skills

Customer Service Time Management Event Planning Microsoft Word Management Social Media Teamwork Powerpoint Inventory Management Strategic Planning Leadership Microsoft Office Multitasking Microsoft Excel Microsoft Powerpoint Communication Client Services Marketing Social Media Marketing Digital Strategy Business Development Marketing Strategy Event Management Public Relations Facebook Sales Bulk Mailing Sales Funnels Social Media Advertising Direct Mail Campaigns Mental Health Nonprofit Management Case Management Child Welfare Advertising Publicity Direct Mail Digital Marketing Branding Corporate Branding Life Insurance

Julia Allen Education Details

Frequently Asked Questions about Julia Allen

What company does Julia Allen work for?

Julia Allen works for Walser Wealth Management

What is Julia Allen's role at the current company?

Julia Allen's current role is Chief Operations Officer | Head of Business Development.

What is Julia Allen's email address?

Julia Allen's email address is ja****@****lth.com

What schools did Julia Allen attend?

Julia Allen attended Harvard Business School Online, University Of South Florida.

What are some of Julia Allen's interests?

Julia Allen has interest in Children, Politics, Education, Environment, Human Rights, Animal Welfare, Arts And Culture.

What skills is Julia Allen known for?

Julia Allen has skills like Customer Service, Time Management, Event Planning, Microsoft Word, Management, Social Media, Teamwork, Powerpoint, Inventory Management, Strategic Planning, Leadership, Microsoft Office.

Who are Julia Allen's colleagues?

Julia Allen's colleagues are Caitlin Dubois, Jeffrey Patten, Melissa Johnson, James Johnson, Carson Wolf, Illya M. Bermant, Aams®, Rachel Davis.

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