In her role, Julie supports day-to-day operations, manages account logistics, and builds strong client relationships.
Prior to joining NewEdge, Julie was a Senior Registered Client Associate at UBS and had been in the financial services industry since 2001.
Originally from Ottawa, KS, Julie now calls Hudson, WI home. She and her late husband, Al, raised two daughters, Mandie and Gina, who both live nearby and stay close with regular pedicure dates, movie nights, and time at the family cabin on Big Sandy Lake.
Outside of the office, Julie can be found spending time with her cat, Hoot, as well as reading, painting, entertaining friends, and going for walks.