Chief Operations Officer
Julie has been part of the Weiser Financial team for the last 8 years. She has over 20 years of experience in customer service, working in both finance and the renewable energy industry. Julie focuses her efforts on the operating processes of the firm. She champions the team’s IT as well as client Information technology relationships. Julie is backbone of the firm’s infrastructure and systems to help ensure a great client experience. She has a bachelor’s degree in Business Administration from Rider University in New Jersey.