![Julie Meissner](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Julie Meissner
Directeur Général chez
Garrison Point Advisors LLC
Profil
Ms. Julie T.
Meissner is a Founder & Chief Executive Officer at Garrison Point Advisors LLC.
She is a Founding Partner of Treehouse Wealth Advisors, where she leads strategic growth, client engagement, and advisor development.
She created the firm to establish a firm that empowers clients to invest their time and assets purposefully and employees to inspire one another to reach their full potential.
Ms. Meissner was previously employed as a Chief Operating & Compliance Officer by San Francisco Sentry Investment Group, Inc. and an Options Analyst by Pacific Options Exchange.
She received her B.S.
in Finance from Golden Gate University in 1998.
Postes actifs de Julie Meissner
| Sociétés | Poste | Début |
|---|---|---|
Garrison Point Advisors LLC
 Garrison Point Advisors LLC Investment ManagersFinance TWA provides investment advice by using different methods of analysis and investment strategies. Their investment strategies and advice may vary depending on each client's specific financial situation. They determine investments and allocations based on their client’s predefined objectives, risk tolerance, time horizon, financial information, liquidity needs and other various suitability factors. | Directeur Général | 21/12/2017 |
Anciens postes connus de Julie Meissner
| Sociétés | Poste | Fin |
|---|---|---|
Pacific Options Exchange | Corporate Officer/Principal | 30/04/2000 |
San Francisco Sentry Investment Group, Inc.
 San Francisco Sentry Investment Group, Inc. Investment ManagersFinance San Francisco Sentry builds global, multi-asset class investment portfolios that also offered select and tailored financial products absent from the general marketplace. The firm provides a wide spectrum of investment vehicles to allow each portfolio the diversification options necessary to sustain both strong and challenging markets, and to align with specific client objectives. They offer active and passive investment strategies, including direct access to internal principal investments as well as external managers and strategic partners. | Compliance Officer | - |
Formation de Julie Meissner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
45
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
San Francisco Sentry Investment Group, Inc.
San Francisco Sentry Investment Group, Inc. Investment ManagersFinance San Francisco Sentry builds global, multi-asset class investment portfolios that also offered select and tailored financial products absent from the general marketplace. The firm provides a wide spectrum of investment vehicles to allow each portfolio the diversification options necessary to sustain both strong and challenging markets, and to align with specific client objectives. They offer active and passive investment strategies, including direct access to internal principal investments as well as external managers and strategic partners. | Finance |
Golden Gate University
 Golden Gate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pacific Options Exchange | |
Garrison Point Advisors LLC
Garrison Point Advisors LLC Investment ManagersFinance TWA provides investment advice by using different methods of analysis and investment strategies. Their investment strategies and advice may vary depending on each client's specific financial situation. They determine investments and allocations based on their client’s predefined objectives, risk tolerance, time horizon, financial information, liquidity needs and other various suitability factors. | Finance |
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