Julie Praline

You built a business you're proud of. Now let's make sure the money reflects that. The Wealth Visionnaire exists for one reason: to give female entrepreneurs and small business owners the financial clarity and systems they deserve, without the overwhelm. Drawing on 20 years in investing, forecasting, valuation, and financial strategy, I work with you as your fractional CFO, your personal finance partner to help you: → Pay yourself consistently and confidently → Forecast and plan for real, sustainable growth → Build long-term personal wealth through smart investing education Because running your business is a lot of work, but managing your money doesn't have to be. Ready to get clear on your finances? Let's talk.

-Leading the ESG Reporting team for all our ESG KPI and CSRD requirements. - Produce insights into financial fluctuations and circumstances impacting ESG performance. - Lead the European Taxonomy reporting initiative for AD USA - linking results to our Green Bond reporting.

• Research and apply ESG metrics to our investment process: Sustainalytics, RepRisk, Bloomberg, PRI, SASB, CDP... • Conduct fundamental research focusing on strategy with long-term sustainability. • Present investment ideas, webinars and quarterly portfolio performance to a large audience. • Communicate relevant information in a timely manner.

Recommend Buy-Sell actions on Global Consumer Staples equities. Communicate relevant information on companies and sector.  Conduct bottom-up fundamental research, using DCF, sum of the parts and multiples valuation, creation of three scenarios (base, best, downside).  Collaborate with fellow analysts to share industry knowledge.  Serve as mentor on the Loomis/Bentley University newly launched UWIN program.  Join the Loomis Subcommittee on Stress management to help employees find a better work/life balance.

Worked for two senior analysts, covering industrials, consumer discretionary and staples sectors.  Built company models, wrote stock initiations and earnings recap.  Strong working knowledge of Excel, Word, PowerPoint, Factset, and Bloomberg.

Aerospace / Defense sector - 16 names under coverage. Created and updated Excel models, utilizing DCF, sum-of-the-parts and multiples valuation.

Assessed compliance risks in projects development. Assisted advisors, investors and sales desk regarding Qualified Investors subscription to a variety of Alternative Investments. Helped improve team work flow and processes.

Provided support to 10 financial advisors.

Horse Riding Instructor. Responsible for the clientele. Customer base increased by 25% in one year.

Conducted industry review and stock report in apprenticeship-style program (covered financial sector). Presented on a small-cap stock for investment in the MSIM live equity fund. Developed in a team setting an investment proposal for a 401(k) plan.

3.94 GPA, Summa Cum Laude. Recipient of the Jeanne Campbell Scholarship in 2007. Inducted to the Sigma Beta Delta International Honors Society in 2009. Graduated top of my class (Finance Concentration). Member of the Bridgewater State College Equestrian Team in 2007.