Julie-Anne S. Villena

Client Service Associate

Julie Villena

Ms. Villena is a Senior Client Service Associate at J.P. Morgan Securities. Her responsibilities include operational and support duties for our clients and their investment portfolios. Additionally, she provides analytical support to the Portfolio Management and Investment Committees.

Prior to moving to the United States and joining Bear Stearns (renamed J.P. Morgan Securities), Ms. Villena was a research analyst at Magnum Securities in Manila, Philippines. Previously, she was an equity and credit analyst at Dharmala Capital in Manila, Philippines.

Ms. Villena holds both a B.S. in Business Administration and B.A. in Economics from De La Salle University in Manila, Philippines. She also completed the Professional Diploma Program in Finance at UC Berkeley Extension. Ms. Villena is fluent in Filipino.

Telephone:    (415) 772-2922
Fax:                  (415) 249-8517
Email:              julie.villena@jpmorgan.com

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

Investment products: Not FDIC insured · No bank guarantee · May lose value
 
 

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