Julie Hanes comes to Arete with many years of experience in a variety of management and service positions. She has managed insurance and medical offices, owned her own retail store and supervised restaurants. She joined the securities industry in 2006 when she took a job as an assistant to a financial advisor and was very excited to join Arete in September of 2010 as the Director of Operations. Her focus is to provide administrative excellence, to keep the back office running smoothly and provide service to our advisors. She is the first point of contact for our reps and an extraordinary problem solver. She enjoys a challenge and is a key part of the transition of business when new advisors join the firm.
When Julie is not running the back office, her main focus is her family. She and her husband Larry have 5 children and 10 grandchildren who live all over the country so visiting them is a priority. She loves to walk, read, do crossword puzzles and knit.
Julie holds an Associates degree from Elgin Community College, FINRA securities licenses Series 6, 63, and 99. She is a Notary public.