Julie Maynard

julie_maynard

Julie Maynard

Accounting Assistant

 

Julie Maynard has worked with independent financial advisors as an in house accountant for nearly 10 years. Her role at Concorde involves working closely with Compliance and Finance on commissions and new business operations.  Her duties include:

• Administration of DST, DTCC and Clearing Firms
• Credit Card Processing
• Commission Importing and Posting
• Investment Company Correspondence
• Back up for accounting department team members, where needed