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Julie Eggert

Assistant Vice President, Senior Client Service Associate

Julie Eggert serves as an Assistant Vice President and Senior Client Service Associate at OpenArc Corporate Advisory. With more than a decade of experience in the financial services industry, Julie brings a wealth of expertise and a strong dedication to delivering an exceptional standard of client care.

In her current role, Julie supports high-net-worth clients by providing a high-touch experience through every aspect of day-to-day account management. This includes guiding clients through onboarding, handling cash management and money movement, and responding proactively to service requests. Julie’s commitment to excellence is evident in the way she consistently goes above and beyond to meet client needs.

Beyond the office, Julie enjoys exploring new destinations through travel and cherishes spending quality time with her family and friends.