Virtual Exchange for Largest Global Companies March 28, 2024 11:00am - 12:00pm ET or 2:00pm - 3:00pm ET Virtual

As managing director of Rivel Insights, Julie works to drive innovation and growth across the company’s investor relations-focused intelligence, advisory and research services.

Julie and the GuideLign team of experienced IROs work to optimize Rivel’s comprehensive solutions and insights to address questions, issues and challenges for our Board, C-Level and IRO clients.

Julie is also product leader for Rivel's TrendLign perception studies, advising clients how research can support critical decision making, planning and strategy. She works with boards and management teams to interpret study results and develop action steps that achieve maximum impact.

A seasoned executive, Julie brings 30 years of diverse experience in investor relations, corporate communications, corporate finance and accounting. Prior to joining Rivel, Julie worked for six publicly-traded companies, primarily as an investor relations officer in the health care sector. Julie also worked in equity research for five years covering a variety of retail names and began her career in Deloitte ‘s San Francisco retail and manufacturing audit practice.

Outside of work, Julie enjoys spending time with her husband and two sons. The family are avid travelers and outdoor enthusiasts whose adventures have included sailing in the British Virgin Islands.

Julie earned a bachelor’s degree in accounting with a minor in English and American literature from San Francisco State University. Honors include: being named to Institutional Investor’s All-American Executive Team for Best Investor Relations Professional in the Managed Care and Healthcare Facilities (2012); a National Association of REIT’s Silver Investor Relations CARE Award (2015); and receiving two Rivel 5.0 awards for her IR efforts while at Amerigroup — one for overall effectiveness of IR and one for management access.

Sean drives the growth of Rivel's research offerings, with a focus on the TrendLign, GuideLign and StoryLign businesses. Concentrating primarily on cultivating and broadening long-term relationships with clients and prospects, his dynamic interpersonal communication skills and crucial knowledge of the IR service world give him a unique understanding of client needs and position him well to provide them with customized solutions, valuable data insight and consult on best practices for strategic company messaging. He works closely with IR professionals and managements teams of companies across various industries, cap sizes and geographies.

Sean is also actively involved in the preparation and execution of the GuideLign annual conference. In addition, he is frequently invited to speak at various industry and IR conferences locally in New York, and at regional or national events across the country.

Prior to joining Rivel, Sean was a wealth planning analyst at UBS, working alongside financial advisors to integrate financial planning into their everyday business practices and drive wealth management revenue through the planning process. Before entering the business world, Sean coached college basketball at Texas Tech and Central Connecticut State.

Sean loves spending time with his family, hanging out with friends, and playing basketball. He also enjoys puzzles and board games, and especially playing card games or Sudoku with his kids.

He graduated with a BA in Psychology from the College of William and Mary.