Julie Needham
President / Managing Member at Echo Valley Advisors, LLC | Livingston, New Jersey, United States
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As the President and Managing Member of Echo Valley Advisors, LLC, Julie Needham plays a pivotal role in shaping the financial landscape for public entities across New Jersey. With a specialized focus on municipal finance advisory and banking, Julie leverages her extensive expertise to guide clients through the complexities of borrowing via bond issues, note issues, and New Jersey Infrastructure Bank programs. Her deep understanding of public finance allows her to craft tailored financial strategies that meet the unique needs of municipalities, school districts, and other governmental entities.
Under Julie's leadership, Echo Valley Advisors has successfully executed numerous key projects that underscore her commitment to enhancing the financial health of public institutions. By employing advanced financial analysis and robust financial modeling techniques, she ensures that her clients are well-equipped to navigate the capital markets effectively. Julie’s proficiency in municipal bonds and fixed income instruments has positioned her as a trusted advisor in the industry, enabling her to deliver innovative solutions that optimize funding opportunities.
Moreover, Julie’s adept use of tools like Munex and Microsoft Excel enhances her ability to provide precise financial insights and projections. Her collaborative approach fosters strong relationships with clients, ensuring that they receive personalized service and expert guidance throughout the financing process. As a thought leader in municipal finance, Julie Needham continues to advocate for sustainable financial practices that empower public entities to achieve their long-term goals while maintaining fiscal responsibility.
President / Managing Member at Echo Valley Advisors, LLC in March 2023 to Present
Managing Director at NW Financial Group, LLC in February 2020 to March 2023
Managing Director at Powell Capital Markets, Inc. in October 2003 to January 2020
Quantitative Strategist, Leveraged Capital Services Group at First Boston Corporation in October 1995 to March 1998
Marketer, Sales Force Coverage Group at Credit Suisse Financial Products in May 1994 to October 1995
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Financial Analysis
Municipal Bonds
Public Finance
Capital Markets
Fixed Income
Munex
Microsoft Excel
Bonds
Financial Modeling
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What is Julie Needham email address?
Email Julie Needham at [email protected]. This email is the most updated Julie Needham email found in 2026.
How to contact Julie Needham?
To contact Julie Needham send an email to [email protected]. (updated on September 13, 2024)
What company does Julie Needham work for?
Julie Needham works for Echo Valley Advisors, LLC
What is Julie Needham's role at Echo Valley Advisors, LLC?
Julie Needham is President / Managing Member
What is Julie Needham's Phone Number?
Julie Needham's phone (201) ***-*361
What industry does Julie Needham work in?
Julie Needham works in the Financial Services industry.
Julie Needham Email Addresses
Julie Needham Phone Numbers
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