Julie L. Wachholz

Julie L. Wachholz

Nessuna posizione attualmente

Finance
Consumer Services

Profilo

Ms. Wachholz serves as Red Granite’s Compliance Officer, ensuring the firm maintains compliance with applicable federal and state regulations.
She also plays a central role in helping direct Red Granite’s operating and marketing functions.
Before joining Red Granite, Ms. Wachholz worked at Baird Investment Management since June 2005 and served as a critical liaison between the portfolio managers and the external marketing representatives.
She also provided support to the wrap program sponsors and solved compliance issues.
Ms. Wachholz spent the prior eight years in Baird’s Compliance Department in various roles culminating in her position as vice president/senior investment advisory compliance officer.
Ms. Wachholz graduated with a BBA in finance from the University of Wisconsin, Milwaukee in 1996 and has 11 years of investment experience.

Precedenti posizioni note di Julie L. Wachholz

SocietàPosizioneFine
Vendite & Marketing 07/03/2013
Vendite & Marketing -
Corporate Officer/Principal -
Vedi nel dettaglio l'esperienza di Julie L. Wachholz

Formazione di Julie L. Wachholz

University of Wisconsin Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Julie L. Wachholz

Società collegate

Aziende private3

Finance

Finance

Finance

  1. Borsa valori
  2. Insiders
  3. Julie L. Wachholz