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Julie B. | Elance
 
176985602337900
Last Sign-in: Jan 16, 2013

Julie B.

Series 65 Adviser License, Masters Degree
   United States
  |   Fairbanks, AK
  |  12:11 am Local Time

Overview

Minimum Hourly Rate $35

Financial services professional with expertise in investment portfolio management and research analysis. I have ten years of experience and a masters degree. My previous employers have commented on my ability to work independently and see projects through from beginning to end. I provide thorough and high quality work results.

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Dec 17, 2012|Financial Planning|$168|Working
Feb 10, 2012|Other - Finance & Mgmt|$85|Completed
|
5.0
Nov 12, 2011|Other - Finance & Mgmt|$1,751|Completed

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Skills (7)

Tested
Series 65
Accounting
Accounting Skills Test (Securities, Derivatives and Investments)
My Score
avg
Analytics
Analytical Skills Test
My Score
avg
Financial Analysis
Microsoft PowerPoint
Microsoft PowerPoint 2010 Test
My Score
avg
Microsoft Excel
Microsoft Word

Service Description

Consulting services designed to assist investment adviser firms and investment professionals regarding mutual fund/ETF due diligence, product research, and asset allocation analysis. I will help you monitor and document your investment process, while you focus on serving your clients. The final investment decision remains with your firm, while I provide recommendations and supporting information.

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Employment

AKT Wealth Advisors LLC
Investment Analyst
2006 - 2010
Voting member of the firm's Investment Committee, along with the CIO and several managing partners. Researched investment managers and products for asset allocation models. Prepared reports,...
Northwest Corporate Federal Credit Union
Risk Manager
2002 - 2006
Fixed income investment portfolio risk management, including interest rate risk, market risk, liquidity and credit risk. Review and report compliance with portfolio funds management policies to...

Education

University of Florida
Masters of Science in Business Management
2000 - 2001
University of Florida
Bachelors of Science, Health and Human Performance
1996 - 2000

Keywords

mutual funds
ETF
asset allocation
investment portfolio management
analysis
My Snapshot
Elance Level
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  • 12 months
  • Lifetime
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Identity
Username
JulieFinancePro
Type
Individual
Member Since
September 2011
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Julie B. | Elance

Julie B.