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Rey Julian

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Rey Julian

Chief Growth Officer | The Wealth Consulting Group

San Diego, California, United States

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Rey Julian

Summary

Rey Julian is an accomplished Chief Growth Officer at The Wealth Consulting Group, specializing in business development, advisor recruitment, and strategic mergers and acquisitions. With a strong background in the financial services industry, Rey has held several leadership positions at LPL Financial, where he contributed to enterprise-level consulting and relationship management for large RIA clients. His extensive experience spans over a decade in various roles, from corporate training to senior management, showcasing his versatility and depth of knowledge. Rey holds an MBA from Chapman University and a BA in Communications from San Diego State University, highlighting his educational foundation in both business and communication. He is passionate about driving growth and innovation in the financial sector, always seeking new opportunities to enhance client relationships and operational efficiency. Rey's commitment to excellence and strategic thinking sets him apart in his field, making him a valuable asset to any organization.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Rey Julian

Work Experience

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Chief Growth Officer at

The Wealth Consulting Group

April 2022 - Present

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Vice President, Strategic Wealth Services at

LPL Financial

November 2021 - April 2022

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Vice President, Large Enterprise (LE) Relationship Management & Business Consulting at

LPL Financial

August 2014 - November 2021

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Associate Vice President, Business Management at

LPL Financial

September 2013 - July 2014

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Manager, Service & Operations at

LPL Financial

October 2011 - August 2013

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Senior Corporate Trainer, Talent Development (Human Capital) at

LPL Financial

January 2010 - September 2011

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Corporate Trainer, Talent Development (Human Capital) at

LPL Financial

January 2009 - December 2009

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Service Center Representative, Service & Operations at

LPL Financial

September 2007 - December 2008

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Rey Julian

Education

Chapman University, Master Of Business Administration (M.B.A.)

San Diego State University, Bachelor Of Arts (B.A.)

Frequently Asked Questions about Rey Julian

What is Rey Julian email address?

Rey Julian's primary email address is ***@wealthcg.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Rey Julian work for?

Rey Julian is a Chief Growth Officer at The Wealth Consulting Group, a company specializing in Monetary Authorities-Central Bank.

Where Rey Julian graduated from?

Rey Julian holds a degree in from Chapman University.

How can I directly contact Rey Julian?

To contact Rey Julian directly, you can use the email address ***@wealthcg.com. Complete contact information is available upon registration with Muraena.

Who is Rey Julian?

Rey Julian is an accomplished Chief Growth Officer at The Wealth Consulting Group, specializing in business development, advisor recruitment, and strategic mergers and acquisitions. With a strong background in the financial services industry, Rey has held several leadership positions at LPL Financial, where he contributed to enterprise-level consulting and relationship management for large RIA clients. His extensive experience spans over a decade in various roles, from corporate training to senior management, showcasing his versatility and depth of knowledge. Rey holds an MBA from Chapman University and a BA in Communications from San Diego State University, highlighting his educational foundation in both business and communication. He is passionate about driving growth and innovation in the financial sector, always seeking new opportunities to enhance client relationships and operational efficiency. Rey's commitment to excellence and strategic thinking sets him apart in his field, making him a valuable asset to any organization.

Rey`s contact details

mail

***@wealthcg.com

**********@lpl.com

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