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    Julia Penn

    Julia Penn is an accomplished professional with a Bachelor of Arts in Psychology from Drew University. She has a diverse array of experiences in various financial institutions and organizations, showcasing strong expertise in client management, sales, and consulting. Currently, she holds a position as an Account Manager at Informa Financial Intelligence. Previously, she served in roles such as External Sales Relationship Manager at Raymond James, Vice President and Managed Account Consultant at Td Ameritrade Institutional, Manager of Managed Account Relationships at Td Ameritrade Institutional, Senior Product Specialist in Managed Accounts at Td Ameritrade Institutional, Recruiting Specialist at Farmers Insurance, Consulting Group Specialist at Morgan Stanley, and Client Service Specialist at Chubb.

    Julia Penn
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    Location

    San Diego, California, United States