In 2002, Julie developed the Wells Fargo Private Bank’s first high net worth and segmentation strategies resulting in more than a 100% increase in the division’s profits during the next three years. At SEI Investments, she launched and marketed eleven new mutual funds and led the conversion of $500 million in common trust funds to private- label public mutual funds.

Julie began her career as a U.S. Naval Aviator flying the SH-3 Sea King helicopter. Julie is the Chairman of the Board of Swords to Plowshares, a nonprofit helping 3,000+ military veterans, and she recently served as a Captain in the California State Guard supporting the 129th Rescue Wing at Moffett Field.

She holds a BA from the University of Virginia and an MBA from the Anderson School at UCLA.