Vice President Julie Weiss Wilmington Family Office Email & Phone Number | Julie is responsible for managing client relationships throughout the Western United States, ensuring that clients receive ongoing support and communication. She continually assesses the needs of her clients and recommends appropriate strategies to meet their current and long-term objectives. Julie joined Wilmington Trust in 2008. She holds a master’s degree in finance, management, and strategy from the Kellogg School of Business at Northwestern University, and a bachelor’s degree in business administration and economics from The University of Chicago. Julie has also obtained a professional designation Contact Information in Personal Financial Planning from UCLA

Vice President Julie Weiss Wilmington Family Office

Julie is responsible for managing client relationships throughout the Western United States, ensurin...
Los Angeles, California, United States

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Vice President Julie Weiss Wilmington Family Office’s Email voffice@wilmingtontrust.com

Vice President Julie Weiss Wilmington Family Office’s Phone Numbers +1 310-300-****

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Vice President Julie Weiss Wilmington Family Office’s Location Los Angeles, California, United States

Vice President Julie Weiss Wilmington Family Office’s Current Industry Wilmington Trust

Vice President Julie Weiss Wilmington Family Office’s Prior Industry Northern Trust | Jpmorgan Chase | Goldman Sachs | Mckinsey

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Head of Family Office, Western Region

2022-01-01 00:00:00 - Present

Vice President

2004-01-01 00:00:00 - 2008-01-01 00:00:00

Associate

2002-08-01 00:00:00 - 2004-02-01 00:00:00

Financial Analyst

1999-09-01 00:00:00 - 2000-09-01 00:00:00

Business Analyst

1998-08-01 00:00:00 - 1999-09-01 00:00:00

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Vice President Julie Weiss Wilmington Family Office is located at
Los Angeles, California, United States

Vice President Julie Weiss Wilmington Family Office is a Julie is responsible for managing client relationships throughout the Western United States, ensuring that clients receive ongoing support and communication. She continually assesses the needs of her clients and recommends appropriate strategies to meet their current and long-term objectives. Julie joined Wilmington Trust in 2008. She holds a master’s degree in finance, management, and strategy from the Kellogg School of Business at Northwestern University, and a bachelor’s degree in business administration and economics from The University of Chicago. Julie has also obtained a professional designation Contact Information in Personal Financial Planning from UCLA

Vice President Julie Weiss Wilmington Family Office currently works in the Wilmington Trust |

Vice President Julie Weiss Wilmington Family Office has prior
experience in the following industries:
Northern Trust | Jpmorgan Chase | Goldman Sachs | Mckinsey

Vice President Julie Weiss Wilmington Family Office has the following professional experience:
Wilmington Trust | Northern Trust | Jpmorgan Chase | Goldman Sachs | Mckinsey