Julia Greene Finance Intern
Julia is a first-year intern at Pinnacle Wealth Management and a senior at Northern Michigan University, where she studies accounting and is a part of the varsity alpine ski team. She is excited to be a part of the Pinnacle Wealth Management team and to gain a deeper understanding of the financial planning process.
At Pinnacle Wealth Management, Julia will work on various projects, greet and connect with clients, assist during meetings and gain experience that will lead her to understand financial planning and investment management.