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    Julie Albright

    Mason, Ohio

    Senior Wealth Advisor

    Madison Wealth Management

    Specialties

    check markInvestments

    Where I've Worked
    M

    2017 – 2020

    Senior Wealth Advisor

    Madison Wealth Management
    Financial Engines, Inc logo

    2004 – 2008

    Principal of Marketing

    Financial Engines, Inc
    H

    2000 – 2004

    Director of Investment Advisory Services

    HARRIS myCFO, INC
    Charles Schwab & Co., Inc logo

    1998 – 2000

    Director of Advice Products & Services

    Charles Schwab & Co., Inc
    T. Rowe Price Associates logo

    1997 – 1997

    Equity Analyst

    T. Rowe Price Associates
    Liberty Mutual Insurance Group logo

    1994 – 1996

    Consultant

    Liberty Mutual Insurance Group
    C

    1991 – 1994

    Associate

    Corporate Decisions, Inc
    Where I've Studied

    1998

    MBA, Finance & Strategy

    Stanford University Graduate School of Business

    1991

    BA, Mathematics & Economics

    Bowdoin College

    1989

    London School of Economics

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