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Julia Schwientek

Director Of Operations at Pacific Capital Resource Group

Julia Schwientek has a diverse work experience. Julia started their career in 2008 as a Business Office Manager at Evergreen Athletics LLC, where they worked until 2015. In 2015, they joined Pacific Capital Resource Group as an Executive Assistant, providing support to the CEO, leadership team, and advisers. Julia also managed office expense budgets, facilities, and organized morale and recognition events. In 2022, Julia was promoted to the role of Director of Operations at Pacific Capital Resource Group. Currently, they are serving as the Vice President of Operations at Advisory Resource Group LLC since February 2023.

Julia Schwientek attended Western Washington University from 2004 to 2008, where they obtained a Bachelor of Business Administration (B.B.A.) degree with a focus on Business Administration and Management, General.

Location

Seattle, United States

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Pacific Capital Resource Group

Founded in 1998, we represent a group of independent financial advisors, wealth managers, and insurance professionals. With roots in the Pacific Northwest, and serving over 25,000 clients nationally, we continue to expand our advisor support to regions across the country. Our bedrock is our culture, platform, and people. Pacific Capital was designed from the ground up, by advisors, for advisors. As an independent firm, our focus has always been creating the ultimate advisor experience. Our environment inspires and enables advisors to reach new levels in their practice, while elevating the client’s experience of financial planning as a collaborative, results-driven process. We like to grow, we like to win, and we like to have fun doing it. Our experience has taught us that all advisors want to continue to grow their income, work less, and when they do work, only do the things that bring them energy and stop doing the things that erode their enthusiasm. Your future realized at Pacific Capital. Please visit www.pcrg.com for full disclosures.


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Employees

51-200

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