Meet Julie Mahanay

Julie has worked in operational, compliance and client service roles in the investment advisory business since 2007. With a rich background in both client-facing and back office positions at regional banks and independent advisory firms like DDW, she brings extensive expertise across all facets of the industry.

Julie serves as the Director of Operations & Chief Compliance Officer at DDW, where she concentrates on optimizing processes and ensuring a client-focused approach to wealth management. Her favorite quote, "A good plan today is better than a perfect plan tomorrow," is a guiding philosophy that helps her navigate the ever-evolving landscape of financial markets and investment management.

Education

University of Phoenix — B.S. Finance, 2011

Focus Areas

• Client Experience Optimization
• Operations Management