Investment Operations Professional
(713) 554 0170
Julie performs administration on client portfolios as an Operations Supervisor. She is responsible for managing account applications, subscription documents, and wiring requests, as well as running quarterly reports. Julie is a notary public.
Julie joins Paul Comstock Partners from Aguirre & Fields, a private engineering firm in Stafford, where she worked as office manager. Julie has over 8 years of business experience with various companies, mostly serving in an administrative capacity. She brings to the table an advanced knowledge of the MS Office Suite products, as well as a working knowledge of MS Publisher, Adobe PageMaker, and Macromedia DreamWeaver MX.
Julie is a 1993 graduate of Southwest Texas State University, with a Bachelor of Arts in English and French.