Julie A.   Patterson

Julie A. Patterson

Director of Operations & Supervision

Phone: 781.446.5018
E-mail:
 

Julie Patterson joined Centinel Financial Group, LLC in January 2000, working as a Marketing Assistant to two of the Firm's leading Financial Advisors. This enabled her to learn and understand the broad realm of financial planning, with particular concentration on the investment platform offered through Signator Investors, Inc.

As Julie's experience and knowledge broadened, she became involved at a Firm level with FINRA and John Hancock Financial Network compliance. Upon achieving her Life, Accident & Health license as well as her FINRA Series 6, 63 & 26, Julie was promoted to the role of our firm's Compliance Specialist in November 2003 and obtained her Series 7 in April 2004.

In the summer of 2004, there became an opportunity to assist the Firm in their recruiting efforts. With much enthusiasm, Julie felt as though she could tackle this important task. Recruiting is the lifeblood of a financial services Firm, and she prides herself on being able to effectively explain the career to prospective candidates. Julie guides every candidate through the recruiting process, and into the Firm's thorough training program. Then in 2010, was further challenged by developing the Operations Department, focusing on driving new account setup, interviewing, hiring and training key administrative personnel, and consulting with Advisors on utilizing systems and technology within their respective practices.

Julie was raised in Waltham, Massachusetts and currently lives in Burlington with her family. A committed volunteer for the American Cancer Society, Julie has also coached girls' soccer. A former equestrian, Julie's hobbies include riding horses as well as playing soccer and golf.