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Client Relationship Manager
Julie joined Heritage as a part-time Client Relationship Manager for Patrick McMullen with 22 years of accounting experience! Her experience has enabled her to utilize her knowledge and love for numbers, finances, organization, and overall attention to detail.
After stepping away from the workforce for seven years to be a stay-at-home mom, Julie’s looking forward to returning to a professional capacity and learning new things in a field that has always interested her!
Julie resides in her hometown of Catonsville, where she and her husband are raising their four young children—Seamus, Maeve, Liam, and Fiona. She spends most of her time running them to and from school and sporting events, but enjoys getting away to visit family in Delaware and North Carolina when they can.
Education
- B.A. in Business Management from Washington College