Insigneo Financial Group
Julie Kousen is a seasoned professional with extensive experience in corporate strategy and quality management. Currently serving as Chief of Staff at Insigneo since July 2021, Julie manages executive meetings, strategy planning, and board engagement. Previously, in a corporate strategy role, Julie executed initiatives for significant mergers and enhanced sales management tools. Julie's career includes a strategic consulting position at GLG, leadership as Global Head of Quality Management at BNY Mellon, and various roles at Pershing, where Julie focused on client-centric strategies and quality improvement. Julie's earlier experience encompasses sales and operations at Charles Schwab and Morgan Stanley Smith Barney. Julie holds an MBA in Executive Management from the University of Notre Dame and a BS in Telecommunications from Ball State University.
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Insigneo Financial Group
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Insigneo is a financial services firm headquartered in Miami, FL. They are a FINRA Registered Broker/Deal and Registered Investment Advisor.