Julie joined Manchester Financial in 2005 as an Operations Assistant and now heads up our Client Services Team. She oversees the onboarding process for new clients, the movement of cash and assets, as well as all withdrawals and distributions. Julie is a graduate of California Lutheran University in Thousand Oaks, where she played four years of Division III women’s basketball and earned a BS in Business Management.
In Julie’s free time, she enjoys being outdoors and spending quality time with family and friends. She also thoroughly enjoys volunteering with the Special Olympics of Southern California by coaching a basketball team.