Julie Grehl

Director of Client Experience

Julie brings 20 years of client service experience with her to the team.  Throughout her entire career she has always enjoyed collaborating with clients to help them become even more successful.  She has built strong client relationships by listening, honest communication, and execution.  After graduating from Westfield State University, she joined BNY Mellon where she started in service delivery at Mellon, and then moved to fund accounting for their hedge fund administration division at DPM Mellon. For the last 14 years she has been working within the fin-tech industry at SS&C Advent where she expanded her knowledge in operations, implementation, and client service.  When not in the office you can find Julie, with her husband, on the pitch watching their three children play soccer.