朱莉·安. 博尔斯监管的

朱莉·安. 博尔斯监管的

Analyst and Chief 合规 Officer - Schneider Downs 企业融资, LP

(电子邮件保护) | (412) 697-5225

Julie Ann is responsible for the maintenance and development of Schneider Downs 企业融资’s compliance programs, as well as supporting transaction execution, business development and client service for its real estate investment banking practice. Her activities focus on compliance, market re搜索, and investor relations. Julie Ann joined Schneider Downs in 2013 and Schneider Downs 企业融资 in 2017. Prior, she worked at a real estate-focused hedge fund in New York City. 

专业执照

  • 美国金融业监管局 Series 7, Series 24 and Series 63 Securities Licenses
  • 宾夕法尼亚州保险许可证 

教育

  • M.F.A.-俄亥俄州立大学
  • B.A.- Theatre and English, University of Richmond

Schneider Downs 企业融资, LP is a registered broker/dealer 成员 美国金融业监管局/SIPC

About Schneider Downs 企业融资

Schneider Downs 企业融资 is a leading, 全方位bet9平台游戏的投资银行业务, corporate finance and strategic advisory firm serving the needs of mid-market and small companies. With close to 100 combined years of financial transaction and executive management experience across a broad spectrum of industries and client situations, our focus is to provide premier advisory services in the areas of company sales and divestitures, 收购, fund-raising and strategic advisory.

Schneider Downs 企业融资, LP is a registered broker/dealer.
成员 美国金融业监管局/SIPC.

 
案例研究
 
                                    受勒索软件影响的公司.
大问题:
受勒索软件影响的公司.
大的思考:
Restore system on-site and avoid six-figure ransom.
 
                                    Inefficient tax credit realization.
大问题:
Inefficient tax credit realization.
大的思考:
Identified a $900,000 tax credit, nearly twice as much as prior years.
我们对

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