Julia Mccaughey
Realtor at KW Metropolitan | Nashua, New Hampshire, United States
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As the Client Relationship Coordinator at Vicus Capital, Julia McCaughey plays a pivotal role in enhancing the operational efficiency and effectiveness of the firm’s financial advisors. With a strong foundation in organizational structure and a proven ability to adapt to various working environments, Julia excels in providing high-touch, world-class service that is essential in the competitive financial services industry. Her expertise lies in case design and proposal requests, where she leverages her analytical planning skills to streamline processes and deliver tailored solutions that meet the unique needs of each advisor.
Julia's commitment to supporting financial advisors extends to the development of marketing materials and providing comprehensive product and market education. By ensuring that advisors have access to the necessary resources, Julia empowers them to focus on their core responsibilities—building client relationships and driving business growth. Her proficiency in tools such as RedTail CRM and CoConstruct further enhances her ability to manage client interactions and project workflows efficiently.
Key projects that Julia has spearheaded include the implementation of new systems for inventory management and strategic planning, which have significantly improved the operational capabilities of the team. Her experience in both small business and larger corporate settings equips her with a unique perspective on the importance of teamwork and effective communication. Julia’s dedication to creating a seamless experience for financial advisors not only elevates the service provided by Vicus Capital but also fosters long-lasting relationships built on trust and mutual success.
Realtor at KW Metropolitan in July 2024 to Present
Real Estate Consultant at Fine Homes Group International in March 2025 to Present
Client Relationship Coordinator at Vicus Capital in February 2020 to September 2024
Administrative Assistant/Paralegal at The Nittany Group, LLC in September 2019 to February 2020
Project Coordinator/Office Manager at Zoller Builders in August 2017 to September 2019
Internal Sales Manager at Vicus Capital in January 2015 to July 2017
Client Service Associate at Vicus Capital in April 2014 to December 2014
Office Manager at Path of Life Chiropratic in January 2011 to September 2013
Regional Coordinator at DaVita in April 2009 to October 2009
Replenishment Analyst at Gottschalks in June 2007 to March 2009
Assortment Analyst at Gottschalks in September 2006 to June 2007
Licensed Real Estate Salesperson at Mary Collins Real Estate in August 2004 to June 2006
Store Manager at Wendy's Closet in March 1997 to December 2002
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Parsons School of Design - The New School, BBA, October 1992 to October 1995
Institute of Integrative Nutrition, Certified Health Coach, October 2026
DePauw University, October 1990 to October 1992
Miss Porters School, October 1986 to October 1989
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Residential Real Estate
Marketing
Customer Service
Sales
Inventory Management
Retail
Event Planning
Process Improvement
Merchandising
Visual Merchandising
Strategic Planning
Budgets
Administrative Assistance
Start-ups
Technical Support
Construction Management
Microsoft Excel
Microsoft Office
Microsoft Outlook
QuickBooks
Management
Team Building
Coaching
Relationship Building
RedTail CRM
CoConstruct
BuilderTrend
ConstructionOnline
Customer Relationship Management (CRM)
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What is Julia Mccaughey email address?
Email Julia Mccaughey at [email protected] and [email protected]. This email is the most updated Julia Mccaughey's email found in 2026.
What is Julia Mccaughey phone number?
Julia Mccaughey phone number is 5032581731.
How to contact Julia Mccaughey?
To contact Julia Mccaughey send an email to [email protected] or [email protected]. If you want to call Julia Mccaughey try calling on 5032581731. (updated on September 02, 2024)
What company does Julia Mccaughey work for?
Julia Mccaughey works for KW Metropolitan
What is Julia Mccaughey's role at KW Metropolitan?
Julia Mccaughey is Realtor
What industry does Julia Mccaughey work in?
Julia Mccaughey works in the Financial Services industry.
Julia Mccaughey Email Addresses
Julia Mccaughey Phone Numbers
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