Profiel
Ms. Julie A.
Dreesen is Financial Advisor at Savant Capital Management, Inc.
Ms. Dreesen joined Savant Capital Management in December 2010.
She has several years of experience in the financial service industry and is responsible for managing all aspects of the financial planning and investment process for clients.
She routinely meets with clients, advisors, portfolio managers and planners to determine and coordinate effective planning, investment, and tax strategies.
Prior to joining Savant, Ms. Dreesen was a Financial Advisor with a national investment firm.
In addition to her wealth management expertise, she spent much of her career holding several management positions in banking and also owned a financial consulting firm.
Ms. Dreesen earned a bachelor's degree in Economics from Knox College.
Eerdere bekende functies van Julie A. Dreesen
| Bedrijven | Functie | Einde |
|---|---|---|
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | 31-12-2010 |
Busey Bank (Champaign, Illinois)
 Busey Bank (Champaign, Illinois) Regional BanksFinance Part of First Busey Corp., Busey Bank is a state chartered commercial bank. The company is based in Champaign, IL. Van A. Dukeman has been the CEO of the company since 2009. | Corporate Officer/Principal | 31-07-2007 |
CIBM Bank
 CIBM Bank Regional BanksFinance CIBM Bank operates as a state chartered commercial bank. It offers personal, business banking and treasury management services and products. The company was founded in 1921 and is headquartered in Champaign, IL. | President | 31-07-2004 |
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Corporate Officer/Principal | - |
Opleiding van Julie A. Dreesen
| Knox College | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
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Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Finance |
CIBM Bank
CIBM Bank Regional BanksFinance CIBM Bank operates as a state chartered commercial bank. It offers personal, business banking and treasury management services and products. The company was founded in 1921 and is headquartered in Champaign, IL. | Finance |
Busey Bank (Champaign, Illinois)
Busey Bank (Champaign, Illinois) Regional BanksFinance Part of First Busey Corp., Busey Bank is a state chartered commercial bank. The company is based in Champaign, IL. Van A. Dukeman has been the CEO of the company since 2009. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
