Juli Rahill

Director of Client Service & Operations at Windsor Private Wealth, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Boston, US

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Bio

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Experience

  • Windsor Private Wealth, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Director of Client Service & Operations
      • May 2023 - Present

      Boston, Massachusetts, United States

    • (Licensed) Client Service Associate
      • Dec 2020 - Apr 2023

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Registered Client Service Associate
      • Sep 2019 - Nov 2020

      Greater Boston Area

  • J.P. Morgan
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Registered Client Service Associate
      • Jun 2013 - Aug 2019

      Houston, Texas Area

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Registered Client Service Associate
      • May 2011 - Jun 2013

      San Francisco Bay Area

  • Triage Consulting Group
    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Senior Associate
      • Jun 2008 - May 2011

      San Francisco Bay Area

  • Thrivent
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Intern
      • Jun 2006 - Sep 2006

      Greater San Diego Area

Education

  • University of California, Los Angeles
    B.A., Economics, History
    2004 - 2008
  • Universitat Autònoma de Barcelona
    Economics, Spanish, History
    2007 - 2007

Community

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