Senior Client Associate
Julie Villena is a Senior Client Associate with J.P. Morgan Securities, the wealth management division of J.P. Morgan. As a member of The OS Group, Julie manages the operations functions for the team, creates client reviews and investment analysis, oversees the group’s trading platform, and helps maintain client accounts and databases. Julie’s success results from her deep commitment to customer service, as well as her diligence, organization skills, strong attention to detail and strategic thinking.
Fluent in Filipino, Julie began her financial services career in Manila, where she worked as a Research and Credit Analyst at Dharmala Capital. She then became a Research Analyst at Magnum Securities. Julie moved to the United States in 1999 in order to further her financial studies. While studying, she externed at J.P. Morgan Securities’ predecessor company, Bear Stearns, and was quickly offered a full-time position. Julie joined The OS Group in her current capacity in 2004.
Julie graduated from De La Salle University in Manila, Philippines, where she earned an A.B. degree in Economics and a B.S. degree in Business Administration. She also completed the Professional Diploma Program in Finance at the University of California, Berkeley. Julie lives in San Francisco with her husband and dog. In her spare time, Julie enjoys rock climbing, cycling and yoga.
Registered States: AZ, CA, CO, CT, DC, FL, GA, HI, IA , IL, IN, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OK, OR, PA, RI, TX, UT, VA, VT, WA, WY