Julia Valentine Email & Phone Number

New York, New York, US

I am honored to be a part of legendary bank, established in 1863, with 160-year tradition of outstanding values and performance.

New York City, US

Digital Evolution Institute advances thought leadership at the intersection of investment, technology and entrepreneurship.

Beverly Hills, US

Inspire Global Ventures advances innovation through investment in exceptional teams and technology, portfolio services, a technology infrastructure platform, Jaspy and strategic capital deployment. We accelerate innovation, advancing directives and keeping organizations competitive. We inspire family offices to be agile, scale for efficiency, transparency.

CTO and FinTech advisor to the board of directors and C-level executives of financial services firms.

Madison, Wisconsin, US

State of Wisconsin Investment Board (SWIB) invests the assets of the Wisconsin retirement system, the state investment fund, and other trust funds. It manages approximately $110bn. ✅ Member of the Management Council, managing an 80-person team✅ Completed 100% of planned 2019 digital transformation initiatives✅ Implemented eFront platform for private equity.

London, England, GB

Recruited to modernize and transform the governance and Technology & Operations infrastructure at this family office, top-ten on Bloomberg’s 2018 “The World’s Biggest Family Fortunes” list. Engaged with the stakeholders to develop the strategic vision & mission, business plan, budget, and roadmap. Member of the firm’s Operating Committee.✅Led a broad range.

New York, NY, US

Joined the newly appointed Head of Private Equity in establishing the new governance, technology and operations infrastructure for Private Equity. ✅Launched two new trading funds in India under the FII license and set up infrastructure for Reinsurance.✅Set up independent portfolio valuations that opened up a new investor class (profiled in FT &.

New York, NY, US

I leveraged years of working in Technology to generate additional revenue for the Investment Bank by evaluating and introducing new products and distribution channels.✅Delivered 30+ new products and $70M in new revenue to the structured products and other desks.✅Directed new product development/new business initiatives delivered through Private Wealth.

New York, NY, US

I joined the Global Equities & Equity Derivates IB-Tech (Investment Bank Technology) organization to expand my Fixed Income trading expertise to include equities and equity derivatives. My first business user was ERO (Equities Risk Office), with the focus on trading systems, risk and VaR. Later, I became a member of the North America Leadership Team and.

Newark, NJ, US

Leveraged my understanding of Fixed Income markets into supporting Fixed Income systems at Prudential Securities, Inc. Prudential Securities was later merged into Wachovia Securities and then into Wells Fargo Securities.✅Led the Fixed Income Portfolio Modeler team through full project life cycle. The system created fixed income portfolios and was used by.

London, GB

During my last semester at NYU, an internationally known economist Dr. Lacy H. Hunt hired me as his research assistant at HSBC Markets, Inc. The Economics department produced research on macroeconomic indicators driving Fixed Income markets. ✅Conducted statistical analysis and wrote commentary on economic indicators published on Bloomberg and in HSBC.

Master Of Business Administration - Mba

Bachelor Of Science, Economics And Finance