Julie Nelles
     Operations / Transaction
    Compliance Principal

Julie splits her time between the Transaction Department direct business area and the Commissions Department.  Julie has a degree in Finance from the University of Wisconsin - LaCrosse.  She joined Harbour in February 2004 and as she gained industry experience, became part of the Transaction Department.

Julie’s duties include processing direct business paperwork to assure it is complete and compliant and following up with representatives and fund companies.  Julie also reviews and processes Advisory Agreements and processes commissions as needed.  If you have questions about your commissions, advisory payments or direct business, give Julie a call.

 Licenses:  Series 7, 24 and  66

 Special Interests:  Volleyball, gardening and spending time with her family