Julia has worked in financial services since 2007. Before HH, she was an Associate Relationship Manager with First Foundation Advisors, where she worked with more than 150 clients, advising them on a wide range of wealth management and financial planning concerns. Before that, she was a Portfolio Analyst in asset-based lending for Wells Fargo Capital Finance. In this role, she assisted in the management of a $1.2 billion loan portfolio, working with corporate firms based both domestically and internationally.
As a working professional, you’re in the process of perfecting your own craft. Outsourcing to other experts should be a no-brainer.