Julie Grey, Cfa® Cpa

Julie Grey, Cfa® Cpa Email and Phone Number

Wealth Manager / Minneapolis and Scottsdale; Former Advisory Board Member; Former Audit Committee Member @ Tradition Wealth Management, LLC
edina, minnesota, united states
Julie Grey, Cfa® Cpa's Location
Greater Minneapolis-St. Paul Area, United States
About Julie Grey, Cfa® Cpa

Julie Grey, Cfa® Cpa is a Wealth Manager / Minneapolis and Scottsdale; Former Advisory Board Member; Former Audit Committee Member at Tradition Wealth Management, LLC.

Julie Grey, Cfa® Cpa's Current Company Details
Tradition Wealth Management, LLC

Tradition Wealth Management, Llc

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Wealth Manager / Minneapolis and Scottsdale; Former Advisory Board Member; Former Audit Committee Member
edina, minnesota, united states
Website:
traditionwealthmanagement.com
Employees:
17
Julie Grey, Cfa® Cpa Work Experience Details
  • Tradition Wealth Management, Llc
    Private Wealth Advisor
    Tradition Wealth Management, Llc Jul 2023 - Present
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  • Columbia Threadneedle Investments, Us
    Senior Securities Analyst
    Columbia Threadneedle Investments, Us 1997 - 2021
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  • Piper Jaffray
    Credit Committee Chair
    Piper Jaffray 1995 - 1997
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  • Daiwa Bank
    Credit Analyst
    Daiwa Bank 1992 - 1995
    Minneapolis, Minnesota, United States
  • The Churchill Companies
    Director Of Financial Reporting
    The Churchill Companies 1991 - 1992
    Minneapolis, Minnesota, United States
  • Deloitte
    Senior Auditor
    Deloitte 1986 - 1991
    Minneapolis, Minnesota, United States
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Julie Grey, Cfa® Cpa Education Details

Frequently Asked Questions about Julie Grey, Cfa® Cpa

What company does Julie Grey, Cfa® Cpa work for?

Julie Grey, Cfa® Cpa works for Tradition Wealth Management, Llc

What is Julie Grey, Cfa® Cpa's role at the current company?

Julie Grey, Cfa® Cpa's current role is Wealth Manager / Minneapolis and Scottsdale; Former Advisory Board Member; Former Audit Committee Member.

What schools did Julie Grey, Cfa® Cpa attend?

Julie Grey, Cfa® Cpa attended University Of Wisconsin-Madison.

Who are Julie Grey, Cfa® Cpa's colleagues?

Julie Grey, Cfa® Cpa's colleagues are Morgan Niemi, Alex Wynne, Carter Springer, Cfp®, Kennedi Schumacher, Ryan Haag Cfp, Cepa, Aep, Clu, Chfc, Tucker Schumacher, Jack Sowada, Cfp®.

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