SPEAKER

Julie Cooling

Founder & CEO, RIA Channel

Julie Cooling is the Founder & CEO of RIA Channel, LLC. She started the company as an extension of RIA Database (RIADatabase.com), a financial advisor data and software company she founded in 2005. Julie has 25 years of experience in the financial services industry. She started her career at SEI Investments in Philadelphia and has worked in product development, marketing and sales roles for Montgomery Asset Management and Forward Funds in San Francisco. Julie graduated from Bucknell University with a degree in Economics and a minor in Finance.

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