Juliet Foster

Juliet Foster Email and Phone Number

Director Management Consulting at KPMG @ KPMG
toronto, ontario, canada
Juliet Foster's Location
Houston, Texas, United States, United States
Juliet Foster's Contact Details

Juliet Foster work email

Juliet Foster personal email

Juliet Foster phone numbers

About Juliet Foster

Juliet Foster is a Director Management Consulting at KPMG at KPMG. She possess expertise in asset allocation, wealth management, portfolio management, investments, investment management and 13 more skills. Colleagues describe her as "Juliet has demonstrated a genuine interest in providing innovative solutions to each unique client scenario she approaches. Her professional integrity and enthusiasm can work to your benefit."

Juliet Foster's Current Company Details
KPMG

Kpmg

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Director Management Consulting at KPMG
toronto, ontario, canada
Website:
kpmg.com
Employees:
184040
Juliet Foster Work Experience Details
  • Kpmg
    Director Finance Transformation
    Kpmg Oct 2021 - Present
    Houston, Texas, United States
  • Kpmg
    Manager Management Consulting
    Kpmg Oct 2018 - Oct 2021
    Houston, Texas Area
  • Kpmg
    Management Consulting Senior Associate
    Kpmg Oct 2015 - Sep 2018
    Greater Philadelphia Area
  • Kpmg
    Management Consulting Associate
    Kpmg Apr 2014 - Sep 2015
    Greater Philadelphia Area
  • Pnc Wealth Management
    Investment Advisor, Assistant Vice President
    Pnc Wealth Management Mar 2014 - Apr 2014
    At PNC Wealth Management, advisors work with clients to develop strategies that can range from investment management and estate planning to trust administration and private foundation management. As an Investment Advisor I am responsible for developing and executing an investment strategy that encompasses every aspect of our clients financial life. Investment management is a significant component of PNC's comprehensive wealth management offering, and I take a highly personal and customized approach to managing our clients money. As an Investment Advisor I provide customized investment services and advisory solutions to high net worth families and individuals. I work with clients to establish their long term objectives and develop an investment policy statement; and utilize investment expertise and the PNC Integrated Approach to construct broad based investment portfolios. Once portfolios are established, I monitor and recommend changes based on the current market environment and client circumstances. Currently, I manage over 100 client relationships
  • Pnc Wealth Management
    Associate Investment Advisor
    Pnc Wealth Management Jan 2011 - Mar 2014
    Provided customized investment services and advisory solutions to high net worth families and individuals. Worked with clients to establish their long term objectives and develop an investment policy statement. Utilized investment expertise and the PNC Integrated Approach to construct broad based investment portfolios.
  • Pnc Wealth Management
    Wealth Management Associate
    Pnc Wealth Management Sep 2009 - Jan 2011
    As a Wealth Management Associate I rotated though various divisions of PNC Asset Management, including, PNC Wealth Management with includes private banking, sales, trust administration, wealth planning and investment advisory. I also rotated through Institutional Investments, Investment Strategy & Research and Centralized Client Services. Completed comprehensive credit and sales training which provided fundamental problem solving skills to structure corporate credit deals. Completed Training the Street, financial analysis excel training.
  • Wells Fargo Home Mortgage
    Home Mortgage Consultant Intern
    Wells Fargo Home Mortgage Jun 2009 - Aug 2009
  • Ernst & Young
    Structured Finance And Advisory Services Intern
    Ernst & Young Jun 2007 - Aug 2008

Juliet Foster Skills

Asset Allocation Wealth Management Portfolio Management Investments Investment Management Securities Alternative Investments Investment Strategies Bloomberg Equities Financial Services Credit Asset Management Investment Advisory Strategic Financial Planning Financial Modeling Mutual Funds Mortgage Lending

Juliet Foster Education Details

Frequently Asked Questions about Juliet Foster

What company does Juliet Foster work for?

Juliet Foster works for Kpmg

What is Juliet Foster's role at the current company?

Juliet Foster's current role is Director Management Consulting at KPMG.

What is Juliet Foster's email address?

Juliet Foster's email address is ju****@****ail.com

What is Juliet Foster's direct phone number?

Juliet Foster's direct phone number is +120242*****

What schools did Juliet Foster attend?

Juliet Foster attended Howard University, University Of Houston.

What are some of Juliet Foster's interests?

Juliet Foster has interest in Education.

What skills is Juliet Foster known for?

Juliet Foster has skills like Asset Allocation, Wealth Management, Portfolio Management, Investments, Investment Management, Securities, Alternative Investments, Investment Strategies, Bloomberg, Equities, Financial Services, Credit.

Who are Juliet Foster's colleagues?

Juliet Foster's colleagues are Gaia Marchetti, Niamh Donlon, Aadarsh Parjapat, Chetna Dharwani, Nathalie Mahy, Shubham Rokade, Kshitiz Gupta.

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