Julie is currently a project manager at Laird Norton Wealth Management, assisting the organization with systems implementations, client service technology enhancements, and trainings for the client service teams. She has led initiatives to automate and improve client service workflows and to find new tools and resources to increase productivity and the quality of work LNWM delivers clients. Julie joined LNWM in 1999 and worked initially as a client analyst and then as client advisor before transitioning to her current role. Prior to joining LNWM, Julie worked in client services at Russell Private Investments, investment manager for ultra-high-net-worth individuals and families.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- Project Management Professional (PMP)®
- B.A. in Business Administration
University of Washington