Julie M. Innes

Manager, Client Service at Sequoia Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Troy, Michigan, United States, US
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Experience

  • Sequoia Financial Group
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Manager, Client Service
      • Mar 2017 - Present

      Client Service Specialist partnering with Advisors to exceed client expectations. Building positive relationships and providing excellent service and operational support. Client Service Specialist partnering with Advisors to exceed client expectations. Building positive relationships and providing excellent service and operational support.

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Group Director / Senior Administratvie Assistant
      • Jan 2012 - Oct 2016
  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Senior Associate
      • Apr 1986 - Jan 2012

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