As Client Manager, Julie Ash works with trustees, custodians, and insurance carriers to coordinate the implementation and onboarding of new client cases. Her ongoing client support is grounded in her extensive knowledge of design, funding, and compliance issues in the executive benefits and nonqualified plan market.
Prior to CapAcuity, Julie worked for the executive benefits firm MullinTBG, a Prudential Financial company. Joining Mullin Consulting in 2000, Julie held a variety of positions of increasing responsibility, ending as director of funding administration. Previously, she was a benefit specialist with the John Hancock Life Insurance Company in Boston.
Julie earned her bachelor’s degree in political science from Whittier College. She holds series 6 and 63 registrations.