COMPLY
Julia Loudin is a skilled professional in customer success and project management, currently serving as a Scale Customer Success Manager at COMPLY since May 2021, where responsibilities include developing programs that enhance the customer experience for thousands of clients. Previous experience includes roles as a Client Advocate for RIA in a Box, where Julia focused on client education and software adoption, and as a Construction Project Coordinator for RJ Martin Electric, managing field electricians to ensure project completion. With a diverse background that includes serving as a Senior Project Manager at CarePro Painting & Services and early career roles in banking and non-profit development, Julia possesses a solid foundation in customer service and project coordination. Julia holds a Bachelor's degree in Public Relations from Kent State University.
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COMPLY
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Merging technology, consulting and education, COMPLY helps clients navigate the ever-changing regulatory environment. Their portfolio of firms includes ComplySci, RIA in a Box, National Regulatory Services (NRS) and illumis, whose more than 7,000 clients include some of the world’s largest financial institutions.