
Julie is an experienced life insurance analyst with an extensive background in case design and policy service. Julie has been in the financial services industry for nearly 20 years. As a former Vice President with JPMorgan, she managed the case design unit that supported the bank's insurance initiatives within the Private Bank and Private Client Services groups. Julie also served on the company's Wealth & Risk Management Group's Executive Committee following the merger of JPMorgan and Bank One.
A graduate of the University of Illinois, Urbana-Champaign, Julie holds a B.S. in Actuarial Science and participated in the university's Honors Program in Mathematics.
Telephone
847-790-8344
Email:
julie@jrkatz.com