Julie is responsible for providing broad operational support to our financial advisors including establishing and maintaining client accounts, trading, cashiering and compliance related items. She has over 20 years of experience in the Financial Services industry. Her prior experience includes serving as a Human Resources Manager of a U.S. based trading firm, health insurance sales and real estate investing. Julie holds a B.S. degree in Human Resources from Drexel University.
She resides in Havertown, PA with her husband and three children.