Julie Grey, Cfa® Cpa
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Julie Grey, Cfa® Cpa Email & Phone Number

Wealth Manager / Minneapolis and Scottsdale; Former Advisory Board Member; Former Audit Committee Member at Tradition Wealth Management, LLC
Location: Greater Minneapolis-St. Paul Area, United States 6 work roles 1 school
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Current company
Tradition Wealth Management, LLC
Role
Wealth Manager / Minneapolis and Scottsdale; Former Advisory Board Member; Former Audit Committee Member
Location
Greater Minneapolis-St. Paul Area, United States
Company size
17 employees

Who is Julie Grey, Cfa® Cpa? Overview

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Quick answer

Julie Grey, Cfa® Cpa is listed as Wealth Manager / Minneapolis and Scottsdale; Former Advisory Board Member; Former Audit Committee Member at Tradition Wealth Management, LLC, a with 17 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a matched LinkedIn profile for Julie Grey, Cfa® Cpa.

Julie Grey, Cfa® Cpa previously worked as Private Wealth Advisor at Tradition Wealth Management, Llc and Senior Securities Analyst at Columbia Threadneedle Investments, Us. Julie Grey, Cfa® Cpa holds Bachelor Of Business Administration (Bba) from University Of Wisconsin-Madison.

Company email context

Email format at Tradition Wealth Management, LLC

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Tradition Wealth Management, LLC

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Profile bio

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.

Current workplace

Julie Grey, Cfa® Cpa's current company

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Tradition Wealth Management, LLC
Tradition Wealth Management, Llc
Wealth Manager / Minneapolis and Scottsdale; Former Advisory Board Member; Former Audit Committee Member
edina, minnesota, united states
Website
traditionwealthmanagement.com
Employees
17
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6 roles · 41 years

Julie Grey, Cfa® Cpa work experience

A career timeline built from the work history available for this profile.

Credit Analyst

Daiwa Bank

Minneapolis, Minnesota, United States

1992 - 1995 ~3 yrs

Director Of Financial Reporting

The Churchill Companies

Minneapolis, Minnesota, United States

1991 - 1992 ~1 yr

Senior Auditor

Deloitte

Minneapolis, Minnesota, United States

1986 - 1991 ~5 yrs
Team & coworkers

Colleagues at Tradition Wealth Management, LLC

Other employees you can reach at traditionwealthmanagement.com. View company contacts for 17 employees →

JP Jeff Praus Jeff Praus Colleague at Tradition Wealth Management, LlcMinneapolis, Minnesota, United States View → RH Ryan Haag Cfp, Cepa, Aep, Clu, Chfc Ryan Haag Cfp, Cepa, Aep, Clu, Chfc Colleague at Tradition Wealth Management, LlcMinneapolis, Minnesota, United States View → BJ Ben Johnson Ben Johnson Colleague at Tradition Wealth Management, LlcGreater Minneapolis-St. Paul Area, United States View → AW Alex Wynne Alex Wynne Colleague at Tradition Wealth Management, LlcMinneapolis, Minnesota, United States View → MN Morgan Niemi Morgan Niemi Colleague at Tradition Wealth Management, LlcMinneapolis, Minnesota, United States View → JS Jack Sowada, Cfp® Jack Sowada, Cfp® Colleague at Tradition Wealth Management, LlcWayzata, Minnesota, United States View → TS Tucker Schumacher Tucker Schumacher Colleague at Tradition Wealth Management, LlcUnited States View → CS Carter Springer, Cfp® Carter Springer, Cfp® Colleague at Tradition Wealth Management, LlcGreater Minneapolis-St. Paul Area, United States View → GT Greg Trebil Jr., Cfp® Greg Trebil Jr., Cfp® Colleague at Tradition Wealth Management, LlcGreater Minneapolis-St. Paul Area, United States View → CC Cory Carlson Cory Carlson Colleague at Tradition Wealth Management, LlcGreater Minneapolis-St. Paul Area, United States View →
1 education record

Julie Grey, Cfa® Cpa education

FAQ

Frequently asked questions about Julie Grey, Cfa® Cpa

Quick answers generated from the profile data available on this page.

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 Tradition Wealth Management, LLC?

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

Where is Julie Grey, Cfa® Cpa based?

Julie Grey, Cfa® Cpa is based in Greater Minneapolis-St. Paul Area, United States while working with Tradition Wealth Management, LLC.

What companies has Julie Grey, Cfa® Cpa worked for?

Julie Grey, Cfa® Cpa has worked for Tradition Wealth Management, Llc, Columbia Threadneedle Investments, Us, Piper Jaffray, Daiwa Bank, and The Churchill Companies.

Who are Julie Grey, Cfa® Cpa's colleagues at Tradition Wealth Management, LLC?

Julie Grey, Cfa® Cpa's colleagues at Tradition Wealth Management, LLC include Jeff Praus, Ryan Haag Cfp, Cepa, Aep, Clu, Chfc, Ben Johnson, Alex Wynne, and Morgan Niemi.

How can I contact Julie Grey, Cfa® Cpa?

You can use AeroLeads to view verified contact signals for Julie Grey, Cfa® Cpa at Tradition Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Julie Grey, Cfa® Cpa attend?

Julie Grey, Cfa® Cpa holds Bachelor Of Business Administration (Bba) from University Of Wisconsin-Madison.

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