Julie Lee

Julie Lee serves as the Lead Technical Product Owner at Neilson Financial Services since September 2019, following a role as Product Owner at HokuApps. With a strong background in proposal management and technology consulting, Julie previously worked at Privateer IT LLC and RSM US LLP, where notable contributions included managing proposals, improving business processes, and leading CRM system implementations. Julie has experience across various industries, including technology, healthcare, and education, and has demonstrated leadership in roles such as President of the alpha Kappa Delta Phi sorority. Julie holds a degree from the University of Maryland's Robert H. Smith School of Business, complemented by early career experience in legal and financial organizations.