Julie Steinman, CFP®

Sr. Vice President at Robertson Stephens
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Contact Information
us****@****om
(386) 825-5501
Location
Ketchum, US
Skills

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Experience

  • Robertson Stephens
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Sr. Vice President
      • Jan 2022 - 2 years

    • Vice President
      • May 2019 - Jan 2022

      Ketchum, ID

  • RBC Wealth Management
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Associate
      • Jan 2007 - May 2019

      Ketchum, ID

  • AG Edwards
    • 1 - 100 Employee
    • Registered Financial Associate
      • Jan 1999 - Dec 2006

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Representative
      • Jun 1986 - Dec 1998

Education

  • University of Utah
    Bachelor of Science - BS, Finance, General

Community

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