Introducing Julia CraneSubmitted by U.S. Wealth Management of Boston on May 7th, 2019
By Rick Ropelewski
We are excited to announce that Julia Crane joined the Rope Team in the beginning of April as our Financial Planner Assistant. She hails from Billerica MA and completed her bachelor’s degree in mathematics with a minor in accounting from Southern New Hampshire University. Everything I read says to hire people smarter than yourself, and so while I may set the bar pretty low, I think we definitely accomplished that goal.
Julia graduated in December 2018, but while in college she started working with a financial advisor in a support role. So while Tom and I were impressed with her very relevant experience, her work ethic was even more telling. Reviewing her resume I spent a lot of time figuring out how many jobs she was working at any particular point while in school. Peer educator, tutor, finance intern, shift manager at McDonalds; not exactly sure when she slept. Oh, and she already started work on her CERTIFIED FINANCIAL PLANNER™ mark.
One of the first things we asked Julia to do after she came on board was to constantly question our systems and processes. Tom and I have been working together for over seven years, and while Tom has phenomenal organizational skills it is helpful to have a fresh set of eyes review how we do things. One month into the job and Julia is implementing some ideas we know will help us better support and work with you our clients. My kids would argue that it is not hard to come up with better ideas than mine, but Julia is far more tactful and professional about it.
We look forward to you getting a chance to work with Julia, so please feel free to say hello the next time you are in the office or call us.