Julie S. is an experienced professional with a diverse background in customer service and administrative support within the retirement planning and education sectors. Currently serving as a Senior Transaction Coordinator at MAP Retirement since January 2023, Julie previously held various roles including Support Services Specialist at Pension Planning Consultants Inc. and Transaction Coordinator IV at The Retirement Advantage, where responsibilities included processing retirement plan transactions and advising on complex financial topics. Julie's earlier experience includes significant administrative roles at multiple universities, where skills in event registration, software training, and organizational support were developed. Julie holds a B.S. in Accounting & Business Administration Management from the University of Wisconsin-Green Bay.
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