Chief Compliance Officer
Years of Experience: 26 years
- AIB College of Business, Associate Degree, Business Management and Marketing
- Iowa life insurance license
- Passed FINRA Series 6 and 26
Other Notable Information
- Julie has extensive experience working in regulatory compliance and risk management with some of the largest and most reputable financial organizations in the industry.
- Julie’s expertise spans risk mitigation, compliance, data security, performance management, and organizational assessments and training.
- As a highly regarded, dynamic specialist, Julie speaks on complex compliance and regulatory environments for high-growth companies.
- In addition to her technical specialties, Julie has expansive leadership experience in employee development, operational excellence and strategic planning.