Portfolio Systems Analyst
Julie attended Millersville University, where she received a Bachelor of Science in business administration in 2008. In her fall semester of 2007, she studied abroad at the University of Strathclyde in Glasgow, Scotland. She joined TGS Financial Advisors in May 2009.
As a portfolio systems analyst, Julie is responsible for documenting and executing securities transactions, as well as maintaining, improving and correcting data for portfolio positions and transactions.
Julie is married to Matthew. They rescued Henri, a Manchester terrier, who keeps them very busy.Q&A with Julie
Q: What would you never leave home without?
A: Credit card
Q: What's your favorite book/publication/blog/etc.?
A: All of F. Scott Fitzgerald's work
Q: If you were stranded on a desert island, what's the one food you couldn't live without?
A: Bread
Q: Where have you traveled? Where do you dream of traveling?
A: I studied abroad in the U.K. and dream of a trip to Ireland.
© 2011 TGS Financial Advisors | Important Disclosure Information | Form ADV