Julie Cooling in

Julie Cooling

Examiner · DISC type cs
Founder & CEO at RIA Channel
📍 Wayne, Pennsylvania, United States

Julie Cooling is the Founder and CEO of RIA Channel and RIA Database, the leading provider of financial advisor data and software. An experienced entrepreneur in financial services, she is a strong business development professional with a Bachelor of Arts in Economics & Finance from Bucknell University.

Julie founded RIA Channel to provide a digital media platform for investment managers and financial advisors.

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Experience
19 Years
Current Role
Founder & CEO
Job Level
Leadership
Location
Wayne, Pennsylvania, United States
Personality Overview

How Julie shows up

Unexpressive
Status Quo Seeker
Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach. The only way to convince them is by showing them examples and ample proof.

Priorities

Topics Julie cares about

Financial Advisor Data
Her company, RIA Database, is a leading provider of data and software profiling over one million financial advisors, indicating this is her core business focus.
Asset Management
She has a demonstrated history and listed skills in the asset management industry, which is a primary audience for her platforms.
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Career

Work history

1-2006
Founder & CEO
RIA Channel
Founder & CEO
RIA Database
National Accounts, Sales
Webster Investment Management / Forward Funds
Consultant
Giving Capital
Product Development
Reflow, LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1990 - 1994
Bachelor of Arts (BA)
Bucknell University
Education details unavailable
North Hunterdon High School, Clinton, NJ
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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