Julie Rousseau in

Julie Rousseau

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Managing Director at First Republic Private Wealth Management
📍 Boston, Massachusetts, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
23 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Boston, Massachusetts, United States
Personality Overview

How Julie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Julie cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

4-2018
Managing Director
First Republic Private Wealth Management
5-2017 - 4-2018
Vice President; Private Wealth Advisor
Merrill Lynch Private Bank and Investment Group
6-2008 - 4-2017
Member, Managing Director Private Wealth Management
Shepherd Kaplan LLC
6-2005 - 11-2009
Principal, Director of Client Service
Shepherd Kaplan LLC
2002 - 2005
Senior Operations Specialist
Brown Brothers Harriman
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1998 - 2002
Education details unavailable
Providence College
1994 - 1998
Education details unavailable
St. Paul
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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