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4405 Cox Road, Suite 150 Glen Allen, VA 23060 Phone 804-965-5400

CONTACT INFO

 

Address

4405 Cox Road, Suite 150
Glen Allen, VA 23060

Phone

804-965-5400

Email

information@oysterllc.com

 

Latest News and Events

 

  1. Oyster Consulting Launches New Bermuda Location Buddy Doyle 03-Apr-2012
  2. Ensuring Consistent, Accurate Pricing of Illiquid and Hard-to-Value Securities Buddy Doyle 19-Mar-2012
  3. How to Safely Outsource Financial Services Buddy Doyle 09-Mar-2012

 

Julie Gibbs
Consultant

Julie Gibbs

julie.gibbs@oysterllc.com

Consultant

Richmond, VA

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Julie Gibbs is a consultant specializing in regulatory compliance for investment companies and advisors. Prior to joining Oyster, Julie served as Managing Director of Client Services and Compliance for the Commonwealth Companies, a service company offering advisory, administration, transfer agent, accounting and distribution for mutual fund companies and private funds.   

As Managing Director, Julie oversaw the regulatory compliance of the Commonwealth Companies and the implementation of Advisor, Fund and Broker/Dealer policies and procedures.  She has participated in and directed several regulatory and compliance audits for the Funds, Advisor and Broker Dealer.  Additionally, Julie was an integral part of new fund launches and served as liaison to the Board of Directors for several fund companies and trusts.  At Commonwealth she also managed registered representative compliance, including, Firm Element, WebCrd filings, and implementation of ongoing compliance/education programs.  

Julie Gibbs graduated with Distinction from the McIntire School of Commerce at the University of Virginia.  She received her B.S. in Commerce, concentrating in Marketing and Management.  She resides in Richmond with her husband and two children.