Julie Cooling

Julie Cooling Email and Phone Number

Founder & CEO at RIA Channel & RIA Database @ RIA Channel
Julie Cooling's Location
Wayne, Pennsylvania, United States, United States
Julie Cooling's Contact Details

Julie Cooling work email

Julie Cooling personal email

n/a
About Julie Cooling

Experienced Founder with a demonstrated history of working in the financial services industry. Skilled in Securities, Asset Management, Retirement Planning, Investment Advisory, and Mutual Funds. Strong business development professional with a Bachelor of Arts (BA) focused in Economics & Finance from Bucknell University.

Julie Cooling's Current Company Details
RIA Channel

Ria Channel

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Founder & CEO at RIA Channel & RIA Database
Julie Cooling Work Experience Details
  • Ria Channel
    Founder & Ceo
    Ria Channel Jan 2006 - Present
    Wayne, Pennsylvania, Us
    View
  • Ria Database
    Founder & Ceo
    Ria Database 2005 - Present
    Wayne, Pennsylvania, Us
    RIA Database is the leading provider of financial advisor data and software. RIA Database profiles over one million advisors including independent advisors, registered reps, RIA firms, banks, trust companies, broker/dealers and family offices.
    View
  • Webster Investment Management / Forward Funds
    National Accounts, Sales
    Webster Investment Management / Forward Funds 1998 - 2002
  • Giving Capital
    Consultant
    Giving Capital 2001 - 2001
  • Reflow, Llc
    Product Development
    Reflow, Llc 1998 - 2000
    San Francisco, California, Us
    View
  • Montgomery Asset Management
    Sales
    Montgomery Asset Management 1995 - 1998
  • Sei Investments
    Associate
    Sei Investments 1994 - 1995
    Oaks, Pa, Us
    View

Julie Cooling Education Details

  • Bucknell University
    Bucknell University
    Economics & Finance
  • North Hunterdon High School, Clinton, Nj
    North Hunterdon High School, Clinton, Nj

Frequently Asked Questions about Julie Cooling

What company does Julie Cooling work for?

Julie Cooling works for Ria Channel

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

Julie Cooling's current role is Founder & CEO at RIA Channel & RIA Database.

What is Julie Cooling's email address?

Julie Cooling's email address is ju****@****ase.com

What schools did Julie Cooling attend?

Julie Cooling attended Bucknell University, North Hunterdon High School, Clinton, Nj.

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