Director of Consulting, Junxure
With more than a decade of experience in the financial services industry prior to joining Junxure, Director of Consulting and Training Julie Cochrane understands the inner workings of a financial advisory firm.
Focusing on each firm's unique goals, she has consulted with hundreds of financial advisors to guide them in maximizing their technology investment through better CRM use in their firms. She also leads our team of Junxure consultants and trainers to provide valuable resources to our clients, helping each firm become more efficient with their daily business practices through instructional classes, customized training, and business consulting.
Before joining us in 2008, Julie helped advisors build business and improve their practices as a business development consultant with Investor Capital Corporation. Previously, she also held positions at John Hancock, Manulife, and Quick & Reilly.