Julie Sward - Email & Phone Number

Family CFO | Partner at Moneta Group

Julie Sward is based out of United States and works at Moneta Group as Family CFO | Partner.

Julie Sward's Contact Information

Julie Sward's Work email

j*****@moneta***.com

Valid

Latest update

March 21, 2024

Location

United States

Julie's current employer

Moneta Group

Description

Moneta's nationwide family financial advisors are fiduciaries & highly credentialed, helping clients with wealth management in order to f...

Website

monetagroup.com

HQ Location

St Louis, Missouri, United States

Number of employees

201-500

Industry

Financial Services

Latest update

May 1, 2024

Read about Moneta Group

Frequent questions about Julie Sward

What company is Julie Sward working for?

Julie Sward works for Moneta Group.

What is Julie Sward's function at Moneta Group?

Julie Sward is Family CFO | Partner at Moneta Group.

Where is Julie Sward based?

Julie Sward is based out of United States.

What is Julie Sward's work email address?

Julie Sward's professional email address is j*****@moneta***.com

Who are Julie Sward's co-workers?

Julie Sward's colleagues are Eric Kittner, Peter Schick, Holly Rosenbalm, Douglas Weber, Steven Finerty, Kara Harmon, Geneen Kloha, Tony Dorn, Mark Fischer, Elizabeth Carter, Nicole Whitesell, Jason Kettler, Emily Ellington, Matt Ring, Tom Rogers, Kelli Jones, Brett Woodruff, Tasha Borglum, Bill Otto, Angie Ritter, James Blair, Amanda Sawyer, Kyle Foshe, Jonathan Curtis, Sam Edwards, Patti Dower, Jamie Goodwin, Matthew Harlan, Chris Kamykowski, Nancy Whatley-Blaine, Aoifinn Devitt, Sarah Wheeler, Garrett Reeg, Emma Hogrebe, Heather Kline.

Julie's co-workers

Eric Kittner

CEO & Chairman of the Board

Peter Schick

Chairman Emeritus, Principal

Holly Rosenbalm

Executive Assistant To The Chairman/Managing Partner & President/COO

Partner and Family CFO

Vice President Finance

Nicole Whitesell

Human Resources Coordinator

Jason Kettler

Vice President of Information Security

Emily Ellington

Content Marketing Coordinator

Family CFO and CPA/CFP®

Brett Woodruff

Vice President of Analytics

Tasha Borglum

Partner and Family CFO

Bill Otto

Director of IT

Angie Ritter

Director of Talent Acquisition

James Blair

Principal, Executive Committee Member, Board of Director

Amanda Sawyer

Director Of Compliance

Kyle Foshe

Client Support Team Lead

Jonathan Curtis

Business Development Director

Sam Edwards

Director of Marketing

Patti Dower

Human Resources Director

Jamie Goodwin

Director of Centralized Operations

Matthew Harlan

Director of Trust Services

Chris Kamykowski

Head of Investment Strategy and Research

Nancy Whatley-Blaine

Director, Talent and Organizational Development

Aoifinn Devitt

Chief Investment Officer

Sarah Wheeler

Revenue Cycle Specialist

Garrett Reeg

Client Services Manager

Emma Hogrebe

Client Service Manager

Heather Kline

Senior Family Office Advisor

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