Julie launched her career in Investor Relations with Fiserv in July 2022 after more than twenty years as a stock analyst covering technology companies that included Fiserv, the leading fintech and payments company with a $120 billion+ market cap.
Before moving to Fiserv, Julie was Senior Equity Analyst at Bloomberg Intelligence for 8 years covering Fintech stocks, after launching equity research coverage of Latin America for the firm.
She started at Bloomberg in 2011 as a product manager, designing information solutions for the Bloomberg Professional Service to help investors understand and track the effects of U.S. government policy, contracting and litigation on publicly-traded companies. To expand the effort and add unique value to equity analysis, she spearheaded and managed a new research product from a team of policy and litigation experts she assembled, that grew to become a distinctive and most-read contributor to Bloomberg Intelligence research.
Julie began her career in Equity Research as a Sell-Side analyst at several major investment banks, most recently Morgan Stanley where she spent 10 years researching companies, recommending stocks, and supporting initial public offerings in the IT Services sector.
Living in northern New Jersey with her husband and two teenage children, Julie is active in the school community, and enjoys racquet sports and Pilates. She serves as a member of the Bergen Academies Parent Partnership Organization and is a former President of the Englewood Cliffs Education Foundation.