Current Role and Professional Background
As Portfolio Administrator, Julie’s responsibilities include overseeing the setup and monitoring of client portfolios to ensure they are managed and traded within portfolio guidelines. Prior to joining Goodman Financial in 2019, Julie worked as an accountant in the television/broadcast industry where she focused on financial reporting and analysis. She has over 20 years of accounting experience in various industries.
- Bachelor of Business Administration in Accounting, Lamar University, 1994, Summa Cum Laude