Julie Longenecker

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Finance

Profil

Ms. Julie Longenecker is Client Service Administrator at Cascade Investment Advisors, Inc. since 1999.
Ms. Longenecker worked for several years as an administrator in the field of investment management.
Her position outside of Cascade Investment Advisors was with Wells Fargo Bank, where she reported directly to the department head and served as Secretary to the Trust Investment Committee.
She brings her computer literacy, organizational skills, and excellent communications ability to the firm in her position as client service administrator.
She is responsible for producing client reports, maintaining our client accounting system, coordinating executed trades, all documentation related to account management, and various aspects of client communication.

Anciens postes connus de Julie Longenecker

Sociétés	Poste	Fin
Wells Fargo Bank South Dakota, NA Wells Fargo Bank South Dakota, NA Major BanksFinance Operates as a nationally chartered commercial bank	Corporate Officer/Principal	-
Cascade Investment Advisors, Inc. Cascade Investment Advisors, Inc. Investment ManagersFinance CIA investigates company fundamentals, historical valuation relationships, interest rate trends, and economic trends to make investment decisions. The firm is a value investor, which means they prefer to pay low prices for assets compared to the return they believe those assets can generate.	Sales & Marketing	-

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