Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.
As our client service coordinator, Julie’s primary role is to provide an exceptional level of personalized service to every client while orchestrating office operations efficiently. With over 10 years of experience in a client and customer service role, Julie finds great joy in talking with clients regularly and having the rare opportunity to learn more about their life stories.
AA Computer Arts/Animation, West Valley Community College
BFA Animation/Illustration, San Jose State University
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