JULIANNE MCGRAW
Brandon,MS
Summary
Detail-oriented business professional with a B.S. in Business Management, skilled in coordinating multi-stakeholder initiatives and optimizing processes within regulated environments. Experienced in managing complex calendars, documentation, and regulatory filings while facilitating cross-functional communication. Leverages analytical skills and a customer-focused approach to drive project management in integration and government-sponsored healthcare programs.
Overview
8
8
years of professional experience
Work History
Advisor Support / Client Experience Specialist
Whitehead Financial Group
Brandon, MS
07.2026 - Current
- Provided primary operational and client-experience support for financial advisors by coordinating onboarding, documentation, meeting preparation, and follow-up action items.
- Acted as liaison among clients, advisors, and partners, facilitating clear communication, resolving service issues, and ensuring continuity of relationships in a regulated financial services environment.
- Managed multi-step workflows for data gathering, form completion, compliance documentation, and internal handoffs; tracked progress and escalated issues to ensure adherence to timelines and quality standards.
- Maintained accurate records and process consistency; identified and implemented opportunities to streamline administrative and client-facing workflows while managing concurrent priorities.
Executive Assistant
Potters
Brandon, MS
09.2022 - 07.2026
- Acted as central communication hub between CEO, internal staff, and multi-state franchise managers—aligning stakeholders and facilitating timely execution of directives and decisions.
- Acted as the central communication hub between the CEO, internal staff, and multi-state franchise managers—aligning stakeholders and facilitating timely execution of directives and decisions.
- Managed end-to-end administrative processes for multiple LLCs, including enrollments, regulatory filings, compliance documentation, and internal communications—ensuring accuracy and audit readiness while meeting deadlines.
- Coordinated cross-functional activities, tracked action items across franchises, and maintained organized document repositories—supporting process standardization for enhanced operational efficiency.
Insurance Agent
Colonial Life
Madison, MS
04.2019 - 07.2021
- Delivered consultative service by simplifying complex insurance products, enabling informed client decisions and recommending tailored solutions to meet client needs while ensuring compliance standards were upheld.
- Managed full application lifecycle with precision, ensuring accurate and complete submissions that supported timely underwriting and reduced delays.
- Presented life, disability, and accident coverage options to employee groups.
- Consulted with employers on Colonial Life supplemental insurance and voluntary benefits.
- Prospected local businesses to build employer-sponsored benefit relationships.
Sales Representative
Musee Bath
Madison, MS
08.2020 - 02.2021
- Created engaging product displays and utilized social media analytics to enhance brand presence; provided personalized customer assistance that enriched retail experience and increased customer engagement.
- Recommended fragrances and gift sets based on customer preferences
- Greeted customers and explained Musee Bath bath and body products
- Processed sales transactions using point-of-sale system
Education
Bachelor of Science - Business Management
Belhaven University
Jackson, MSHigh School Diploma -
Northwest Rankin High School
Flowood, MSSkills
- Regulatory & Compliance Awareness
- Project and Program Coordination
- Process improvement
- Cross-Functional Collaboration
- Stakeholder Communication
- Meeting facilitation
- Priority and Task Management
- Document management
- Client Relationship Management
- Client Retention Strategies
- Risk/Issue Awareness
- Strong Written & Verbal Communication
Timeline
Advisor Support / Client Experience Specialist
Whitehead Financial Group
07.2026 - Current
Executive Assistant
Potters
09.2022 - 07.2026
Sales Representative
Musee Bath
08.2020 - 02.2021
Insurance Agent
Colonial Life
04.2019 - 07.2021
Bachelor of Science - Business Management
Belhaven University
High School Diploma -
Northwest Rankin High School