With more than 30 years of experience in the financial industry, I can serve as a strong resource to Sequoia’s advisors and clients as a Client Service Manager. I strive to identify, address and resolve client concerns quickly and effectively and work to ensure client satisfaction and retention by providing a superior level of customer service. With the ever-changing business, I am constantly growing and learning so I can provide proactive and productive support. Each day I support our advisors with their business objectives with an unwavering commitment to building and maintaining client relationships.
Professional Accreditations & Education
- Acquired Series 7, 63 and 66 (Inactive)
- In her spare time, Julie enjoys reading, yoga, watching movies and attending Broadway productions
- Julie has completed two half-marathons
- Lives in Rochester, Michigan with her husband
- Joined Sequoia in 2019