Operations Specialist
Julie Paul
Julie is an Operations Specialist and started with us in May of 2022. She brought with her 15 years of experience serving clients in the financial industry as an administrative assistant before joining our team.
Our Team
At Modern Private Wealth
Her current role with our company consists mainly of supporting the financial professional in ensuring that they have the proper paperwork needed for obtaining the client’s goals. Julie makes it a priority to make every part of the paperwork process happen as seamlessly as possible and is always looking for ways to improve office procedures and daily operations.
MESSAGE
A Note From
Julie Paul
“Great things in business are never done by one person. They're done by a team of people."
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