Meet Julie

As an Operations Associate at Flatrock Wealth, Julie Streenz is dedicated to delivering an exceptional client experience by supporting the firm’s advisors and ensuring day-to-day operations run smoothly. She brings a thoughtful, solutions-oriented approach to her work, with a focus on organization, efficiency, and outstanding service.

Julie has more than a decade of experience in the wealth management industry. Before joining Flatrock Wealth, she held progressively responsible senior roles at Coastal Bridge Advisors, including Director of Advisory Services and Chief Operating Officer, where she supported advisors, clients, and firm-wide operations. Earlier in her career, she spent more than four years at Corient, building a strong foundation in client service and wealth management operations.

Julie holds a Bachelor of Science in Business Administration. Outside of work, she enjoys solving and designing escape rooms, and has a passion for the performing arts.