Representative Administrative Specialist
Julie comes to EWS with an extensive background in Customer Service and Office Administration. With over a decade of experience in the financial industry and having worked directly in the Cambridge Investment Research home office makes her valuable member of the team. She can always be counted on to look out for our clients best interests and to present information in a accessible and professional manner. Julie holds several certifications including: Lean Six Sigma Yellow Belt, Aspiring Leader and Registered Corporate Coach (RCC) amongst other designations. She resides in Southeast Iowa with her family where she and her husband live on a farm, enjoy camping and most importantly spending time with their children and grandchildren.