Julie is associate vice president and branch manager supervision administrator of Branch Services at Benjamin F. Edwards & Co. Joining the firm in 2011, Julie is responsible for sales practices and activities of the firm’s producing branch managers.
With over 25 years of financial services industry experience, Julie has held positions as branch operations supervisor, margin clerk, and branch operations trainer where she provided branch office support by opening new branch offices as well as personnel training in existing offices. More recently, she was a special projects administrator where she produced various reference materials for branch personnel, assisted branch managers with training and managed the advisor retirement transition.
She holds the Series 7, 9/10, and 63 licenses. Outside of work, Julie likes to stay active, enjoys traveling and cooking.