Manager, Regulatory Business - Fund & Corporate Services
Julie has more than 30 years of expertise in the financial services business and considerable knowledge of regulatory and due diligence matters.
Julie began her career in finance at the First National Bank of Chicago before moving on to Guernsey International Fund Managers, a sister company at the time, and then moved to Butterfield Fulcrum Group (Guernsey) Limited, where she acquired experience in compliance and shareholder services.
She is now the leader of Oak's Fund Service's Regulatory Business team in Guernsey, which is responsible for due diligence on new and existing clients, new licensee and fund applications with the local regulator, and ongoing investor due diligence matters.
Outside of work
Julie is a busy working mum who enjoys spending time with family and friends and helping care for her elderly parents. She enjoys sea swimming and is an enthusiastic recycler of all things. She also enjoys chocolate!