Julie Needham

Julie Needham Email and Phone Number

President and Managing Member @ Livingston, NJ, US
Livingston, NJ, US
Julie Needham's Location
Livingston, New Jersey, United States, United States
Julie Needham's Contact Details

Julie Needham work email

Julie Needham personal email

n/a
About Julie Needham

Specialties: municipal finance advisory and municipal finance banking

Julie Needham's Current Company Details
Echo Valley Advisors, LLC

Echo Valley Advisors, Llc

President and Managing Member
Livingston, NJ, US
Julie Needham Work Experience Details
  • Echo Valley Advisors, Llc
    President And Managing Member
    Echo Valley Advisors, Llc
    Livingston, Nj, Us
  • Echo Valley Advisors, Llc
    President / Managing Member
    Echo Valley Advisors, Llc Mar 2023 - Present
    Livingston, Nj
    Echo Valley Advisors, LLC provides financial advisory services to public entities in New Jersey, helping them to borrow through bond issues, note issues and New Jersey Infrastructure Bank programs.
  • Nw Financial Group, Llc
    Managing Director
    Nw Financial Group, Llc Feb 2020 - Mar 2023
    Hoboken, Nj
    Providing financial advisory and underwriting services to municipal clients.
    View
  • Powell Capital Markets, Inc.
    Managing Director
    Powell Capital Markets, Inc. Oct 2003 - Jan 2020
    Roseland, New Jersey
    Quantitative analysis and transaction management for New Jersey based municipal finance company.
  • First Boston Corporation
    Quantitative Strategist, Leveraged Capital Services Group
    First Boston Corporation Oct 1995 - Mar 1998
    Greater New York City Area
    • Developed investment strategies for hedge fund clients, with a focus on interest rate swaps, swaptions, foreign exchange forwards and foreign exchange options.• Analyzed economic, statistical and technical information in custom spreadsheets.
    View
  • Credit Suisse Financial Products
    Marketer, Sales Force Coverage Group
    Credit Suisse Financial Products May 1994 - Oct 1995
    Greater New York City Area
    • Marketed mortgage-related derivatives and interest rate options to banks.• Restructured derivative portfolios for investment funds and municipal clients.

Julie Needham Education Details

Frequently Asked Questions about Julie Needham

What company does Julie Needham work for?

Julie Needham works for Echo Valley Advisors, Llc

What is Julie Needham's role at the current company?

Julie Needham's current role is President and Managing Member.

What is Julie Needham's email address?

Julie Needham's email address is jn****@****ial.com

What schools did Julie Needham attend?

Julie Needham attended Columbia Business School, Princeton University.

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