As a Management Team, we strive to create an environment where innovation and customer relationships are King! With hundreds of man years experience of both the Financial Services and software industries, we are individually and collectively well placed to deliver the products, service and advice that our customers need.
With approaching 30 years service in the Financial Services industry Julie has spent many years at the coal face undertaking a wide variety of roles in banking from Compliance to Sales, Operations to Training. With the wealth of experience picked up along the way, Julie uses this to help customers meet and manage their people related regulated responsibilities.
Not one to sit still, having completed the 3 peaks challenge in 24 hours, she is set to fulfil a lifelong dream climbing Kilimanjaro with the SummitSmart team!