Julia Forbes, CPA, has a diverse background in finance and accounting, beginning with a Bachelor’s degree in Accounting and Finance from Miami University, where Julia was recognized as a Business Honors Student and achieved Dean's List status. Julia participated in the Girls Who Invest Online Intensive Program, gaining foundational knowledge in finance and investment concepts. Experience includes a Summer Internship at ENGIE North America focusing on data analysis, serving as Vice President of Finance for Alpha Chi Omega Fraternity, and a recent Summer Internship at Appleton Partners. Currently, Julia holds a senior role in Audit & Assurance at Deloitte, following positions as Senior Assistant and Assistant. Julia also obtained a Master’s degree in Accounting from UVA McIntire School of Commerce.
Location
Boston, United States
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