Julie Longenecker

Finance

Profile

Ms. Julie Longenecker is Client Service Administrator at Cascade Investment Advisors, Inc. since 1999.
Ms. Longenecker worked for several years as an administrator in the field of investment management.
Her position outside of Cascade Investment Advisors was with Wells Fargo Bank, where she reported directly to the department head and served as Secretary to the Trust Investment Committee.
She brings her computer literacy, organizational skills, and excellent communications ability to the firm in her position as client service administrator.
She is responsible for producing client reports, maintaining our client accounting system, coordinating executed trades, all documentation related to account management, and various aspects of client communication.

Former positions of Julie Longenecker

Companies	Position	End
Wells Fargo Bank South Dakota, NA Wells Fargo Bank South Dakota, NA Major BanksFinance Headquartered in Sioux Falls, South Dakota, Wells Fargo Bank South Dakota is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services.	Corporate Officer/Principal	-
Cascade Investment Advisors, Inc. Cascade Investment Advisors, Inc. Investment ManagersFinance Cascade Investment Advisors, Inc. (CIA) is an independent, SEC-registered investment advisor headquartered in Oregon City, Oregon. The firm was founded by Michelle H. Rand in 1997. CIA provides customized solutions for ultra-wealthy investors.	Sales & Marketing	-

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