Julie Dahlman

Julie Dahlman

Client Service Manager

Phone: 651-209-6395
Fax: 651-209-0010
E-mail:
 

As our Client Service Manager, Julie assists in building client relationships while providing high quality personalized service. She assists in the preparation of client reviews and meetings, oversees the back office operations for all client services, coordinates the office schedule, as well as oversees and manages day to day office tasks, compliance reporting, and marketing operations. 

Julie graduated college in 2002 with a BS in Psychology and went on to get her Master's degree in Counseling in 2004. She became a member of Bridge Investment Group's team in April 2005 and obtained her Series 6 and Series 63 licenses in 2009.

In her spare time, Julie enjoys spending time with family and friends, playing softball and bowling. She also fosters dogs and volunteers at various events for animal rescue.