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Julie Jonson, Senior Vice President

Julie Jonson is a recent addition to the Leora Consulting Group. She comes with an extensive background in retail and commercial banking. Over the past 19 years, her portfolio of business clients covered a wide range of industries including the forest product, construction, high tech, food processing, wholesale/retail, not-for-profit and manufacturing sectors. Over the years she was responsible for originating and managing a portfolio of over $100 million in outstanding loans. Julie has counseled businesses on their financial plans, budgets and forecasts. Internally, she was responsible for both the financial analysis and monitoring of individual businesses as well as industry-wide performance.

Ms Jonson was also actively involved in management, sales and marketing, new branch opening and branch management during her banking career. Until recently, Ms. Jonson was a member of Bank of America’s King County Commercial Banking Group with responsibility for development and marketing of banking services for health care and not-for-profit organizations.

As a volunteer, Julie served on the board for Snohomish County American Red Cross, Marvell Industries a non-profit lumber mill that provides employment for the handicapped, and most recently on committees for the Northwest Entrepreneur Network (“NWEN”). At NWEN she planned, identified speakers and executed seminars for entrepreneurs on all aspects of business start-up, planning and financing. She currently volunteers with fund raising efforts for Children’s Hospital and Regional Medical Center.

Education and & Licenses
University of Puget Sound, Bachelor of Arts, Business
Series 63 State of Washington Uniform Securities Agent
Bank of America certifications in Management and Industry Analysis, Cash Flow, and Commercial Real Estate