Client Service Associate
"While the world is unknowable, we can find true joy when living in the moment."
New to the firm in 2023, Julie assists our Client Portfolio Managers in providing professional and efficient client service, prioritizing a client centric approach. This involves managing trade execution, facilitating client onboarding, preparing for client portfolio meetings, and delivering outstanding client service. Julie’s focus is fostering trust and cultivating longer term relationships with both clients and colleagues.
With a BA in Economics, Julie has more than 15 years of experience in financial services. Before joining CWB Wealth Partners she held progressively senior, client-facing positions in banking and wealth management, giving her in-depth knowledge and expertise.