Julie is our sales assistant and has always had an interest in the financial industry. She acted upon that interest four years ago when the opportunity presented itself and has never looked back. She enjoys helping people and is motivated by the appreciation from clients when she helps them fill out paperwork, obtain withdrawals, update their account information, and more.
Since customer service is an integral part of Rhinebeck Asset Management’s customer value proposition, Julie consistently strives to build trust and strong, long-term relationships with the firm’s loyal clients. She is especially proud of her “blue ribbon” level of service providing extra care to our senior age group of clients, assuring overall client satisfaction.
Julie is a loving mom to two adult daughters. When she is not at work she enjoys spending time with her rescue dog, going out to dinner with friends, and preparing home-cooked meals with her family.