Julie Wright joined Trez Capital in 2024. She is responsible for providing sales support to investment advisors and portfolio managers across British Columbia.
Julie has over 20 years of experience in the investment sales industry. Prior to joining Trez Capital, Julie worked as Vice President Sales at Invico Capital, where she specialized in sales and marketing of private credit solutions to financial advisors in British Columbia. She has also served as Vice President of Regional Sales at Franklin Templeton Investments and Sales Director at Foresters Financial.
In addition to her extensive career, Julie has completed the Canadian Securities Course (CSC) and the Canadian Investment Funds Course (CIFC).
JulieW@trezcapital.com
604-335-1297
Vancouver