Julie Coyne
Client Relationship Associate at Boulay
📍 Greater Minneapolis-St. Paul Area, United States
Julie Coyne serves as a Client Relationship Associate at Boulay, where she provides essential support to the wealth management team and assists with various client requests. She holds a Bachelor of Arts in Communication from the University of Minnesota Duluth.
Outside of her professional responsibilities, Julie enjoys a variety of personal interests. She is an avid reader and traveler, enjoys watching sports, and loves spending quality time with her dog, Murphy.
Julie is a dog lover and has a companion named Murphy.
Read the full overview →Experience
21 Years
Current Role
Client Relationship Associate
Location
Greater Minneapolis-St. Paul Area, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Julie cares about
Client Relationships
Her role is centered around providing support to the wealth management team and directly assisting clients with their requests.
Wealth Management
As a key support member for the wealth management team, she is involved in the operational side of financial advisory services.
Career
Work history
10-2022
Client Relationship Associate
Boulay
10-2019 - 11-2022
Client Service Administrator
Bouley Financial Advisors
9-2004 - 10-2019
Administrative Assistant
Robert Steffen & Associates
9-2004 - 10-2019
Administrative Assistant
Robert Steffen & Associates
Education
Julie has no verified education history
Social presence
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