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Julie ann is Allied Solutions’ National Director of Client Performance Strategies. Client Performance Strategies represents “best of class” organizations that provide proven solutions to measurably impact credit union sales, membership loyalty and loan growth. Affiliates include Integrity Solutions, Brand Toolbox, and Sales Vision. Julie ann has more than 20 years of experience working with credit unions, banks and the insurance industry.
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She has spent the majority of her career helping organizations develop or enhance their internal sales and service culture. Change has been accomplished through a collaborative plan that includes the implementation of tools such as: organizational and individual needs assessment; implementation of performance metrics; cross-offering sales training; leadership coaching and development and recognition consulting.
Clients consistently experience impressive, measurable increases in bottom line income, employee motivation and member/customer loyalty as a result of their commitment to these solutions. Julie ann brings her strengths to the marketplace, in partnership with Integrity Solutions, in order to provide even stronger impact through the use of the Integrity Solutions’ proven behavior change processes along with our suite of performance development training and assessment tools.
Graduating from Eckerd College, in St Petersburg, Florida, Julie ann earned her B.A. in Business Administration with Minors in both Management and Psychology. Julie ann resides in Tampa, Florida, with her husband Ian and twin daughters Alexis and McKenzie.
