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Rey Julian
Rey Julian
Chief Growth Officer | The Wealth Consulting Group
San Diego, California, United States
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.
Rey Julian
Work Experience
Chief Growth Officer at
The Wealth Consulting Group
April 2022 - Present
Vice President, Strategic Wealth Services at
LPL Financial
November 2021 - April 2022
Vice President, Large Enterprise (LE) Relationship Management & Business Consulting at
LPL Financial
August 2014 - November 2021
Associate Vice President, Business Management at
LPL Financial
September 2013 - July 2014
Manager, Service & Operations at
LPL Financial
October 2011 - August 2013
Senior Corporate Trainer, Talent Development (Human Capital) at
LPL Financial
January 2010 - September 2011
Corporate Trainer, Talent Development (Human Capital) at
LPL Financial
January 2009 - December 2009
Service Center Representative, Service & Operations at
LPL Financial
September 2007 - December 2008
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
***@wealthcg.com
**********@lpl.com
Colleagues
Chief Operating Officer
Managing Partner & Personal CFO
MANAGING PARTNER / CERTIFIED FINANCIAL PLANNER™
Personal CFO, Wealth Advisor
Managing Partner
Managing Partner, Personal CFO
Chief Investment Officer
Consultant
Partner, Personal CFO
Partner, Personal Chief Financial Officer