Julie is an experienced life insurance analyst with an extensive background in case design and policy service. Julie has over 20 years in the financial services industry.
As a former Vice President with JP Morgan, she managed the case design unit that supported the bank's insurance initiatives with the Private Bank and Private Client Services groups. This included the review and approval of life insurance policies and designs proposed by the 42 insurance firms with which JPMorgan engaged on behalf of its clients.
With JR KATZ since 2008, Julie oversees a team of three case designers responsible for the review and analysis of existing life insurance portfolios, as well as policy funding and design for perspective clients. This team also assists with ongoing oversight and service of life insurance on JR KATZ clients. Julie holds a B.S. in Actuarial Science from the University of Illinois.
* Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered by Christine Griffith, through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor. JR KATZ is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.