JL

Julie Long

Operations Manager at Creative Planning

Julie Long is currently the Operations Manager at Creative Planning, where Julie oversees various wealth management services. Prior to this role, Julie worked as a Client Service Specialist at Wipfli Financial Advisors and as Vice President at BancFirst. Julie also served as the Accounting and Finance Manager at First Bartlesville Bank. Julie holds a Bachelor of Applied Science in Business Administration from Oklahoma Wesleyan University.

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Timeline

  • Operations Manager

    October, 2022 - present