Julie Bronson, CFP®, PMP®
Senior Manager, Learning & Development & Employee Owner
Julie’s work is focused on systems implementations, client service technology enhancements and trainings for the LNW client service teams. She has led hundreds of initiatives to automate and improve client service workflows and to find new tools and resources to increase productivity and the quality of client deliverables. Julie joined LNW’s predecessor firm Laird Norton Wealth Management in 1999 and worked initially as a client analyst and then as client advisor before transitioning to her current role. Prior to that, Julie worked in client services at Russell Private Investments.
- CERTIFIED FINANCIAL PLANNER™ professional
- Project Management Professional®
- B.A. in Business Administration, University of Washington
Being outdoors and exploring the world around me: hiking, trail running, traveling, and reading a good book.