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Julie Beaulieu | Client Operations

Julie Beaulieu leads our client operations efforts. You will often hear Julie’s voice on the phone and she spends her time reviewing client files and making sure that our practice processes run smoothly. She also handles all the practice’s back office needs and interfaces with our compliance to ensure that our practice is operationally efficient.

Julie has been in the insurance and financial services business for over 15 years. She received her Masters in Social Work from Boston University and spent the early part of her career practicing as a licensed social worker. Julie is actively involved in the Warwick community and she and Chris have three children.