Career history of Julia Stewart
Former positions of Julia Stewart
| Companies | Position | Start | End |
|---|---|---|---|
Pacific Financial Group, Inc.
 Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Analyst-Equity | 01/10/2012 | 01/01/2019 |
| Portfolio Manager-Equities | 01/01/2017 | 01/01/2019 |
Training of Julia Stewart
| Seattle University | Graduate Degree |
| Pace University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Graduate Degree | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Pacific Financial Group, Inc.
Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
- Stock Market
- Insiders
- Julia Stewart
- Experience
