Julia M.

Julia M. serves as Vice President of Business Process at Phoenix Capital Group Holdings, LLC, since June 2020, and has held roles including Salesforce Administrator and Operations Analyst. Prior experience includes a decade at Lakeshore Learning Materials, where Julia M. progressed from Staff Accountant to Marketing Data Analyst. Key achievements include managing data campaign projects, developing analytical dashboards, and streamlining processes to enhance business efficiency. Julia M. holds an MBA from USC Marshall School of Business, along with graduate certificates in Business Analytics and Marketing, and a B.A. in Business Economics from UC Irvine.