Client First Team
Julie is a Client Service Associate with Meritrust.
Julie Rose joined Meritrust in 2020 as a Client Service Associate in the Louisville office. Prior to joining Meritrust, Julie worked as a Senior Private Client Coordinator at Alliance Bernstein in Los Angeles, CA for seven years, where she collaborated with a group of Financial Advisors to provide superior client service to their High Net-Worth Clients and Business Professionals. Julie grew up in Louisville, KY and is happy to be back home in the Bluegrass State.
Ask me about:
- My 2.5 years in Aspen, CO working as a ski instructor after college.
- Food and Wine. I love trying new restaurants and making recommendations.