As Vice President, Operations, Julie is responsible for providing reporting services to Hedge Fund clients as well as working on the day-to-day operations for the clients.
Julie joined Ultimus LeverPoint in June 2008 bringing with her ten years of accounting and operations experience. Prior to joining Ultimus LeverPoint, Julie worked at COVA Financial Services Life Insurance Company where she provided analysis and reporting on the investment portfolio and oversaw the investment accounting and operations functions.
Julie received her Bachelor’s degree in Finance from the University of Wisconsin Whitewater.
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