Julia Madden

Director of Client Services

Washington, District of Columbia, United States

About

Experience

  • Director of Client Services at Campus Private Wealth
    Dec 2024 - Present · 1 yr 7 mos

  • Bank of America Merrill Lynch (Washington, District of Columbia, United States)
    • Registered Wealth Management Client Associate
      Dec 2023 - Dec 2024 · 1 yr 1 mo

    • Assistant Vice President Merrill Financial Solutions Advisor
      Nov 2022 - Dec 2023 · 1 yr 2 mos

    • Advisor Development Rotational Program Trainee
      Jul 2021 - Oct 2022 · 1 yr 4 mos

  • Advisor Development Program Summer Analyst (Virtual) at Merrill Lynch Wealth Management
    Jun 2020 - Aug 2020 · 3 mos

    • Co-created a Data Literacy and an Environmental Social Governance projects. Presented the outcome to approximately 80 fellow interns and the intern coordinators. • Created a divisional yearbook for networking with fellow interns. • Transcribed documents for the Smithsonian. • Developed and presented a value proposition and client acquisition plan to my supervisor.

  • Intern at O&D Builders
    Jul 2019 - Aug 2019 · 2 mos

    Responsibilities included: • Completing Change Order forms for project billing accuracy. • Acted as liaison with subcontractors regarding accounts payables issues. • Updating and maintaining subcontractors’ insurance information. • Organized past change orders to ensure completeness and simplified ability to search

  • Externship at Johnson & Johnson
    Aug 2018 - Aug 2018 · 1 mo

    • Gained first-hand insight into the Consumer-Packaged Goods industry including an understanding of the product development process, and clinical trial settings. • Developed leadership skills through mentorship, networking, and personal branding opportunities.