FOUNDER AND CEO
Julie created Seek & Understand from a belief that people function better when they understand their why and can see how to make it happen.
“I want people to understand the why, see how the pieces connect, and build a practical path forward.”
EXPERIENCE WITH PURPOSE
Turning complex information into clear next steps.
As a first-generation college graduate, she also brings personal insight into navigating unfamiliar systems. That combination of professional experience and lived perspective shapes how Seek & Understand makes complex ideas easier to understand and apply.
Julie holds a BBA in Marketing from UMass Boston and an MBA and MS in Finance from Northeastern University. She brings more than a decade of experience in investment management, including client service, operations, relationship management, process design, CRM adoption, and team leadership.
WHAT SHE BRINGS
Structure, empathy, and a practical understanding of how people move forward.
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An MBA and MS in Finance, supported by years of investment-management experience.
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Experience designing processes, leading teams, and improving how people use systems.
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Personal insight into learning unfamiliar systems and making complex information usable.
THE FOUNDER’S PURPOSE
Understanding should create possibility.
Seek & Understand is Julie’s way of helping people remove obstacles, make informed choices, and build toward the lives and communities they want.
SEE THE WORK