Julie Dang

Julie is responsible for supporting the Beacon Pointe integration and operations teams to provide data reporting assistance. Her duties include maintaining the firm’s data for performance reporting, providing internal support, and integrating external reporting/CRM systems following new office acquisitions. Prior to joining Beacon Pointe, Julie worked at a registered investment advisory firm as an Operations Coordinator, where she supported client service and operational functions. Julie earned her Bachelor of Arts degree in Psychology from the University of California, Irvine. Outside of the office, she enjoys traveling, practicing yoga, snowboarding, and spending time at the beach.