Regulated Business Manager
Julie has over 30 years’ experience in the financial services industry. Julie heads Oak Fund Service’s Regulated Business team dealing with all aspects of due diligence and regulatory matters including: due diligence on new and existing clients, new licensee and fund applications with the local regulator, and initial and ongoing investor due diligence matters. Previously, Julie worked for Butterfield Fulcrum Group (Guernsey) Limited in management positions in compliance, due diligence and shareholder services. Prior to that she worked in supervisory roles in fund administration and valuation teams.