Julee F.

Chief Financial Officer at Rasmuson Foundation
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Contact Information
us****@****om
(386) 825-5501
Location
US

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5.0

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Allan Johnston

Julee is a very bright and vibrant CPA/CFA that has a great priority system as to family,business and community needs. I feel very fortunate to have her as a business partner and friend.

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Jun, 2002
    - Nov, 2024
  • Certified Public Accountant (CPA)
    State of Alaska
    Jan, 1994
    - Nov, 2024

Experience

  • Rasmuson Foundation
    • United States
    • Philanthropic Fundraising Services
    • 1 - 100 Employee
    • Chief Financial Officer
      • Nov 2020 - Present

      Private Foundation Private Foundation

  • Municipality of Anchorage
    • United States
    • Government Relations Services
    • 700 & Above Employee
    • Chair, Investment Advisory Commission (2023)
      • Jan 2020 - Present

      Chair of committee overseeing the investments of Anchorage's $400M trust fund; recently worked with our mayor and assembly to obtain wide support for Proposition 11 to adopt a fiduciary model in line with the Uniform Prudent Management of Institutional Funds Act (UPMIFA,) passed by voters on April 4, 2023. Chair of committee overseeing the investments of Anchorage's $400M trust fund; recently worked with our mayor and assembly to obtain wide support for Proposition 11 to adopt a fiduciary model in line with the Uniform Prudent Management of Institutional Funds Act (UPMIFA,) passed by voters on April 4, 2023.

  • University of Alaska Foundation
    • United States
    • Education Administration Programs
    • 1 - 100 Employee
    • Treasurer Board of Directors
      • Jan 2018 - Present

      Member of the Audit Committee and Investment Committee for the university's Foundation supporting the education of Alaskan students Member of the Audit Committee and Investment Committee for the university's Foundation supporting the education of Alaskan students

  • Alaska Permanent Capital Management
    • Vice President of Operations, Chief Compliance Officer
      • Jan 2004 - Nov 2020

      Responsible for compliance with SEC regulations for investment managers and for Global Investment Performance Standards. Responsible for compliance with SEC regulations for investment managers and for Global Investment Performance Standards.

  • KPMG
    • Auditor
      • 1992 - 1994

Education

  • University of Alaska Fairbanks
    MBA, accounting
  • United States Air Force Academy

Community

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