Julia White

Julia White is a corporate lead manager at SRI Management, LLC. Julia has previous experience working as a tax professional at Canty, Prince & Associates, CPA from August 2008 to November 2009. Before that, they worked as a financial services professional at Waddell & Reed from July 2005 to October 2006.

Julia White has a Bachelor of Science in Accounting from Bethune-Cookman University and a Master's degree in Business Administration from the University of Phoenix. Julia is certified by the State of Florida as an Insurance Agent - Life, Health, and Variable Annuity, and they are also a Quickbooks Online ProAdvisor Certification and FINRA Series 63 - Uniform Securities Agent State Law.

They work with Michelle Donnahoo - Corporate Lead Manager, Alexis Ekberg - Corporate Lead Manager, and Deann Hollister - Corporate Director, Sales. Their manager is Kristy Leblanc, VP, Sales.