Deputy State Treasurer for Consumer Programs

• May 2019 - Present

As a key member of executive leadership and a chief advisor to the State Treasurer, Julie leads strategy and execution of Pennsylvania's PA529 College & Career Savings Program, including Keystone Scholars which provides $100 to every child born or adopted in the state, and PA ABLE savings account for individuals with disabilities. In this role, Julie works with researchers, behavioral scientists and community partners to build assets for all children and help empower families to save for their kids' futures. Show less

Director

• Jul 2016 - May 2019

Oversaw the Poverty Probability Index (PPI), a global standard household level poverty measurement tool that allows organizations to simply and cost-effectively understand the poverty profiles of their clients or program beneficiaries. The tool enables integration of objective poverty data into their reporting, assessments and strategic decision-making. www.povertyindex.org Oversaw the Poverty Probability Index (PPI), a global standard household level poverty measurement tool that allows organizations to simply and cost-effectively understand the poverty profiles of their clients or program beneficiaries. The tool enables integration of objective poverty data into their reporting, assessments and strategic decision-making. www.povertyindex.org

Senior Director, Social Performance Management

• Nov 2013 - Jul 2016

Led the organization’s efforts related to poverty measurement and accountability in achieving social missions. -Managed strategy, product development, technical support, and communications for leading poverty measurement tool -Responsible for devising long-term model for sustaining and scaling a public good used by hundreds of organizations globally -Managed stakeholder relationships with a variety of organizations across international development sectors.

Country Director, Philippines

• Jan 2013 - Oct 2013

• Drove longer-term integration of disparate streams of work via new strategic partnerships• Managed office operations and team of six, including oversight of Bankers without Borders volunteer program in Philippines.

Senior Program Manager, Microsavings Initiative

• Mar 2010 - Oct 2013

Managed savings mobilization project for the largest microfinance institution in the Philippines funded by the Bill & Melinda Gates Foundation • Drove change managemnent which resulted in organizational transformation to responsibly manage deposits from the public• Created 2 new savings products, one including an electronic delivery channel, and added 480,000 new savers in 4 years• Oversaw seven programmatic tracks including product development/marketing, financial literacy, financial risk management, HR, IT, social performance management, and internal controls• Incorporated strategic use of volunteers where available expertise was lacking. Show less

Summer Fellow

• May 2013 - Jul 2013

Spent a 2 month sabbatical from Grameen Foundation with CCL's Leadership Beyond Boundaries group, exploring best practices in change leadership and applying them to social impact/innovation projects. Weekly blog posts at www.leadbeyond.org. Spent a 2 month sabbatical from Grameen Foundation with CCL's Leadership Beyond Boundaries group, exploring best practices in change leadership and applying them to social impact/innovation projects. Weekly blog posts at www.leadbeyond.org.

Senior Program Advisor

• Aug 2008 - Apr 2009

Technical advisor for microfinance programs as well as internally-focused projects • Created concept note for $10 million proposal to develop savings mobilization capacity at Microfinance Institutions (MFIs) in Ethiopia, Philippines and India • Developed decentralized monitoring and evaluation plan to support organization’s new strategic direction • Represented GF as Director of its joint venture in India, Grameen Capital India. Technical advisor for microfinance programs as well as internally-focused projects • Created concept note for $10 million proposal to develop savings mobilization capacity at Microfinance Institutions (MFIs) in Ethiopia, Philippines and India • Developed decentralized monitoring and evaluation plan to support organization’s new strategic direction • Represented GF as Director of its joint venture in India, Grameen Capital India.

Regional Director, Asia Programs

• 2005 - 2008

Set strategy and provided oversight to team of nine individuals across two continents to provide financial and technical assistance for MFIs in Asia• Enabled 22 MFIs to rapidly scale up to serve a total of 6 million poor clients• Successfully promoted Asia programs through liaising with board members, donors, senior management, media and other stakeholders• Organized one-week conference in Bolivia on microfinance strategy and leadership issues for 100 attendees from 16 countries in 4 languages. Show less

Senior Program Officer

• 2002 - 2005

Managed relationships and support for portfolio of 7 MFIs in India, including deployment of grants, loans, and guarantees; quarterly performance monitoring; proposal development and donor reporting; and general advocacy• Led start-up, including fundraising, of social business in India to help MFIs access funding from mainstream capital markets• Negotiated financing agreements with partner MFIs, including GF’s first equity investment in an MFI.

Director of Strategic Initiatives

• 1999 - 2000

Managed firm-wide financial and operational projects focused on managing company’s rapid growth, including firm-wide IT system implementation and development of offering memorandum for equity private placement that successfully raised $25 million.

Controller/Treasurer

• 1997 - 1999

Played key role in development of technology firm, which grew from 50 staff and $4m in revenues to a global presence with 300 staff and $40m in revenues in 3 years.

Accounting Consultant

• Mar 1993 - Aug 1995

Senior Accountant

• Sep 1990 - Mar 1993