About
Julie Brennan
Education.
University of Michigan - Stephen M. Ross School of Business - MBA
University of Michigan School of Public Health - MHSA (Masters in Health Services Administration)
Duke University - BA (Psychology/Japanese)
Experience.
20+ years in the personal finance industry
Livescanned and financial industry clearance
Extensive client-focused research experience in healthcare and finance
30+ years of managing client relationships and operations
Ongoing community volunteer engagement
Outside of the Office.
Hiking
Enjoying the beautiful SoCal beaches
Reading – I always have a nonfiction and a fiction going. Historical fiction is my favorite!
Hanging out with friends and family – my husband and I have three children