Professional Experience

Julie has worked in all areas of the retirement plan ecosystem over the course of her career, making her a well-rounded expert in navigating the complexities of the industry. Equipped with this unique perspective and expertise, she assists her clients in making informed decisions and mitigating risk while helping their employees plan for the retirement they deserve.

Julie loves the ever-changing nature of her work at Sentinel, where each day presents a unique opportunity to problem solve with clients and collaborate with colleagues. Alongside her everyday duties, she serves on the company’s Diversity, Equity & Inclusion Advisory Council.

In her free time, Julie and her husband are passionate about their work with Camp Putnam, a nonprofit summer camp driven by the mission to expose underprivileged and local children to people with diverse backgrounds and experiences early in life.

Educational Background and Certifications

• Babson College, Wellesley, MA – Master of Business Administration
• Bentley College, Waltham, MA – Bachelor of Science – Business Communication
• Accredited Investment Fiduciary®, AIF®
• Certified Plan Fiduciary Advisor (CPFA), National Association of Plan Advisors (NAPA)
• FINRA Series 65
• The Commonwealth of Massachusetts – Life, Accident and Health Insurance licenses