Experience That inspires confidence

Julie A. Purtell

Senior Wealth Strategy Associate
512-479-5273

email



Julie began her career in financial services in 1998 with a regional wealth management firm in Southeastern Pennsylvania.  Since that time she has supported top financial advisor teams in both the banking and brokerage sector.  She has extensive client service and operational experience and is fully registered holding her Series 7, 63 and 65 licenses as well as variable, life and health insurance licenses.   Prior to working in financial services, she was a grant writer for non-profit health and human service organizations.   Julie is a graduate of the University of Delaware with a B.A. in Psychology and has been with UBS since 2004.  Julie resides in Denver, Colorado with her husband, Dan Wimer and 13 year-old son, Pierce.  

 

p; Julie resides in Denver, Colorado with her husband, Dan Wimer and 11 year-old son, Pierce.  Outside of the office Julie enjoys volunteering for her son's school, traveling and spending time with her family. 


Registered States:
CO, TX


Eileen Rogan

Senior Client Service Associate
512-330-8008

email



Eileen's extensive experience makes her a key contact and go-to person for our clients.  She began her impressive financial services career in 1987, assuming a series of supervisory and management positions at Merrill Lynch, including Operations Manager and Section Manager, overseeing three Supervisors and forty employees in the Quality Assurance Department.  Her responsibilities were wide ranging, spanning from leading Process Improvement initiatives to presenting to Senior Management at the Women's Network Forum. 

Soon after becoming a Client Service Associate, her accomplishments and leadership abilities were recognized with appointments to both the Regional and National Councils for Client Associates, for which she was one of only ten members, out of 6,000 nationally, selected to represent Client Associates to senior management. She also made significant contributions in the Consumer Cash management department and was selected to be one of 25 members of the Banking Strategy Council, comprised of Financial Advisors and Client Associates who provide feedback and recommendations on the firm’s banking initiatives.  

Eileen was born in the Bronx but spent most of her life in New Jersey. She has a bachelor’s degree in Psychology from St. Francis University.  Her son, Danny, is a Senior wrestler at the University of Scranton in Pennsylvania.  Her daughter, Tara, lives in Austin and works in Hotel Management.  After getting married on a beach in Cozumel, Mexico, and then u-hauling to Texas from New Jersey, Eileen and her husband, Wade, are enjoying their life in Austin.