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Julie Beede is listed as Experienced Financial Analyst at Stockman Bank of Montana, a company with 304 employees, based in Kalispell, Montana, United States. AeroLeads shows a work email signal at stockmanbank.com and a matched LinkedIn profile for Julie Beede.
Julie Beede previously worked as Credit Analyst at Stockman Bank Of Montana and Investment Analyst, AIF at Insight Investment Research Llc. Julie Beede holds Masters, Business Management from University Of Florida.
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AeroLeads found 1 current-domain work email signal for Julie Beede. Compare company email patterns before reaching out.
Julie Beede is a Experienced Financial Analyst at Stockman Bank of Montana. She possess expertise in series 65, excel, asset allocation, risk analysis, research and 13 more skills. Colleagues describe her as "I had the pleasure of working with Julie for several years. She is diligent, thoughtful, dependable and intelligent. She has a strong financial acumen and takes great pride in the qualilty and accuracy of her work. She is a complete team player and was very well liked and respected by her peers." and "Julie Beede was a very strong team member at Wealth Advisors LP, where she contributed significantly to moving our investment operations forward, and developing our investment process. Julie was a dedicated team member who's hard work was only matched by her positive contributions to our firm culture."
Listed skills include Series 65, Excel, Asset Allocation, Risk Analysis, and 14 others.
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Kalispell, Montana, United States
Member of the Commercial Lending team. Analyze client financial statements and forecast trends to understand credit risk. Unique perspective as a small-business owner with a dozen employees, building revenues to $3 million with bootstrapping efforts. Finding fulfillment in connecting small business owners to their dreams through funding solutions.
Insight Investment Research LLC provides consulting services designed to assist financial adviser firms regarding investment product due diligence, manager research, asset class allocation, and portfolio analysis. Closely aligned with Commonwealth Financial Network, whose independent broker/dealers provide comprehensive wealth management for private clients.
Portland, Oregon Area
Member of the firm’s Investment Committee. Specific duties included researching investment managers and products and observing market trends and economic indicators. Followed an investment process for product due diligence and tactical asset allocation adjustments. Also, conducted trading for more than $200 million in client assets.
Portland, Oregon Area
Fixed income investment portfolio risk management, including interest rate risk, market risk, liquidity and credit risk. Review and report compliance with portfolio funds management policies to meet regulatory requirements.
Other employees you can reach at stockmanbank.com. View company contacts for 304 employees →
Michael Conde
Colleague at Stockman Bank Of Montana
Philippines, Philippines
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CK
Cortney Kelman Day
Colleague at Stockman Bank Of Montana
Great Falls, Montana, United States, United States
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MW
Melisha Williams
Colleague at Stockman Bank Of Montana
Greater Billings Area, United States
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Tracy Mullaney
Colleague at Stockman Bank Of Montana
Conrad, Montana, United States, United States
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CL
Cindy Lyle
Colleague at Stockman Bank Of Montana
Billings, Montana, United States, United States
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AM
April Malacas
Colleague at Stockman Bank Of Montana
Billings, Montana, United States, United States
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AS
Ashley Speed
Colleague at Stockman Bank Of Montana
Billings, Montana, United States, United States
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CS
Cody Seccomb
Colleague at Stockman Bank Of Montana
Brady, Montana, United States, United States
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JD
Jonathan Doubleday
Colleague at Stockman Bank Of Montana
Missoula, Montana, United States, United States
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CS
Chantel Sparovic
Colleague at Stockman Bank Of Montana
Billings, Montana, United States, United States
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Activities and Societies: Golden Key National Honor Society, Rotaract Service Organization Honors, 3.9 GPA Minor in Business.
Quick answers generated from the profile data available on this page.
Julie Beede works for Stockman Bank of Montana.
Julie Beede is listed as Experienced Financial Analyst at Stockman Bank of Montana.
AeroLeads has found 1 work email signal at @stockmanbank.com for Julie Beede at Stockman Bank of Montana.
Julie Beede is based in Kalispell, Montana, United States while working with Stockman Bank of Montana.
Julie Beede has worked for Stockman Bank Of Montana, Insight Investment Research Llc, Aldrich Wealth, and Northwest Corporate Federal Credit Union.
Julie Beede's colleagues at Stockman Bank of Montana include Michael Conde, Cortney Kelman Day, Melisha Williams, Tracy Mullaney, and Cindy Lyle.
You can use AeroLeads to view verified contact signals for Julie Beede at Stockman Bank of Montana, including work email, phone, and LinkedIn data when available.
Julie Beede holds Masters, Business Management from University Of Florida.
Julie Beede is listed with skills including Series 65, Excel, Asset Allocation, Risk Analysis, Research, Data Analysis, Trading, and Portfolio Management.
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