Julie Lang guides clients through every step of the onboarding process, from scheduling meetings and setting up portals to preparing reports and coordinating follow-up. With 15 years of experience in finance and client support roles, Julie is known for her detail-oriented approach and commitment to delivering seamless, high-quality service.
Julie lives in the suburbs of Minneapolis, Minnesota, where she enjoys spending time with her family, volunteering at her sons’ schools, and relaxing on the water. She also loves reading, traveling, and tackling a good puzzle.