Julie is a well-rounded regulatory compliance professional with a comprehensive command of the investment adviser space.
Her career path – from Judicial Assistant in the Utah District Court system to Relationship Manager and then Compliance Manager at an RIA – reflects an uncommon blend of legal process discipline, client-facing acuity, and operational compliance expertise. Since joining CRC Oyster in 2023, Julie has become a trusted resource across the full spectrum of RIA compliance, with hands-on experience in client relationship management, onboarding, advertising review, and general regulatory compliance.
Julie holds a Bachelor of Arts in Political Science from Brigham Young University-Idaho.
