Julie Simonetti

Julie Simonetti has a diverse work experience in the finance field, starting with their current role as the Financial Planning and Analysis Director at WPS - Educational and Psychological Assessments since March 2022. Prior to this, they held the position of Financial Planning and Analysis Manager at the same company since January 2016.

Before joining WPS, Julie worked as a Finance Manager at Constellation Brands from July 2008 to July 2010. In this role, they collaborated with brand management teams to control marketing spend, supervised budgeting and forecasting processes, and developed reporting systems to analyze and predict monthly expenses.

Earlier in their career, Julie served as a Senior Financial Analyst at U.S. Cellular from January 2006 to June 2008. Here, they contributed to improving forecasting accuracy and led a team for completing the 2008 regional budget. Additionally, they conducted analysis to identify opportunities for market share growth in a key Iowa market.

Julie'swork experience also includes a role as an Equity Research Analyst at Robert W. Baird & Co. from July 2003 to December 2005. In this position, Julie researched and analyzed human capital services stocks, published investment recommendations, and maintained detailed financial models for each company.

Julie Simonetti has demonstrated strong financial planning and analysis skills throughout their career, supporting various organizations in managing their financial performance and making informed business decisions.

Julie Simonetti attended the University of Notre Dame from 1999 to 2003, where they obtained a Bachelor of Business Administration (B.B.A.) degree with a focus in Finance.