JulieAnne came to financial services as a result of life experiences that impressed upon her the importance of solid financial advice and planning. She is passionate about serving, educating, and empowering women to achieve their desired potential personally, financially, and professionally. JulieAnne brings 18 years of experience gained from working in the fast-paced, male-led wine and housewares industry. She built a global base of clients for fine, rare, and collectible wines and ran regional and national businesses for Riedel and Bodum.
JulieAnne is a volunteer Donate Life Ambassador with the Washington Regional Transplant Community and volunteered with FACES (Finding a Cure for Epilepsy and Seizures) at NYU’s Langone Health. When not in the office, JulieAnne enjoys hiking, snowboarding, and cooking with and for family and friends.
JulieAnne has successfully completed the FINRA sponsored Series 6, 65 and SIE exams and holds these registrations at LPL Financial; she is also a licensed Life and Disability agent. In addition, she is a ChFC and has passed the CERTIFIED FINANCIAL PLANNER® exam.
Free to all members and non-members
WEN is an organization that provides educational opportunities to members and nonmembers; however, recording of the presentation, speaker, and / or content is prohibited. The presentation is property of the speaker and/or their organization and is not to be removed from the event without prior written consent. The Board may and will take remedial action against any individual, member, or any program participant in the event of non-adherence to this policy. Such action may range from a private or company-led warning, to suspension of WEN membership for a stated term or a prohibition on attending future WEN events.
By registering for this event, you are opting to receive future email communication from the Women’s Energy Network. You may opt out at a later date.
Photography and Video Capture:
Photos, videos and screen shots captured by WEN may be used in association advertising, newsletters and other promotional materials, whether in print, electronic or other media, including the WEN website. By registering for this event, you grant WEN the right to use your likeness for such purposes.
If you are experiencing problems registering, we recommend that you try another browser, such as Chrome. We also recommend that you register from your phone or personal computer as some companies have security settings that do not allow access to our site or some of our registration functions. If you continue to have problems or have questions, please email us at [email protected].
This event will take place from 12:00-1:00 PM Eastern Time. Please convert to your local time when adding to your calendar.