Julia joined Johnnycake Financial Services in 2017 as the Director of Operations. She prides herself on providing quick and efficient responses to our clients’ questions and requests. Previously, she worked as a Compliance Specialist at the Raymond James home office in St. Petersburg, FL, and then as a Branch Controls Manager in downtown Cleveland.
She graduated from New York University with a Baccalaureate of Arts degree majoring in Economics, and then received a Master of Business Administration degree from Webster University. She also holds the Series 24, the Series 7 and the Series 66 licenses.
She loves being outdoors and spending time with her husband and their families.