Julie Irene Smith

Current Employers

Employment History

• 10/2008 → 03/2020
  Ameriprise Financial Services, Inc.
  Bloomington, IL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Bloomington, IL

Other Businesses

Outside Employment; City of Bloomington; Seasonal employee - Special Olympics coach; ; 109 S Olive St, , Bloomington, IL, 61701; Not Investment-Related; 10/28/2021; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Volunteer presenter; Presenting information on the Illinois version of the ABLE account to parents of individuals with special needs through a local special needs recreation program.; 115 E Washington St, , Bloomington, IL, 61701; Investment-Related; 04/21/2021; 1 to 9 hours per month; 0 during trading hours / Illinois Prairie Community Foundation-Development committee member; I will be on the development committee for the local Community Foundation. The Development Committee generally meets monthly and reviews fundraising and donor development techniques. We develop and update a development business plan. They discuss tax-efficient charitable giving techniques with the Board of Directors from an educational perspective. The Development Committee members do not review and approve IPCF financial statements or advise on foundation investments.; 915 E Washington , Ste 2, Bloomington, IL, 61701; Not Investment-Related; 08/03/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2009-05-05