Julie Goodrum

Financial Services Executive | Corporate Strategy | M&A | Operational Transformation I Employee Engagement

Role
Operations Director at Wealth Enhancement
Location
Denver, CO, US
LinkedIn followers
500 followers

About Julie Goodrum

Over 30 years of experience as a corporate leader in the financial services industry…

Experience

  1. Operations Director

    Wealth Enhancement

    Dec 2021 — Present · Denver, CO, US

    Driving technological and process innovation, supporting mergers & acquisitions activity, and delivering process and system training and support to improve firm profitability and scale while delivering a personalized client experience. Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. For a list of states in which our advisors are licensed to do business, please visit

Education

  • University of Colorado

    MS, Marketing

    1992 — 1994

  • Arizona State University

    BS, Finance

    1987 — 1990

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