Julie has over 25 years of experience in investment banking, debt capital markets and leveraged finance which includes marketing, credit analysis, structuring and negotiating terms for global debt issuances. Julie began her career in corporate finance at Drexel Burnham Lambert and after earning an MBA, she spent nearly ten years at Bankers Trust providing loan and bond financing to corporate and private equity clients. Julie was a Managing Director at Citibank from 1999 to 2009 where she served as Co-Head of Leveraged Finance. Julie was also formerly Co-Head of Leveraged Finance at Nomura Securities before she retired from banking.
Julie earned a BA in Economics and Psychology from Columbia College and an MBA in Finance and Accounting from Columbia Business School. Julie is currently an Independent Director at CM Finance (NASDAQ: CMFN), a middle market focused BDC lender.