Operations Team

Julie Meyer

Director of Operations/OSJ Branch Manager

Julie serves as the Director of Operations and the OSJ Branch Manager for Bennett, Mastin & Kosmak, Inc. She brings over 30+ years of experience in the financial services field. Julie's industry experience in a variety of management positions brings a unique skill set to our company, as she has guided business processes from many different levels. This wealth of knowledge and experience allows Julie to work as a liaison between Financial Advisors, broker/dealers and product providers to effectively supervise your securities business.

Julie's extensive work history includes operating as a Senior Auditor for Cetera Financial Group where she audited financial and investment practices of Financial Advisors for Cetera; an OSJ (Office of Supervisory Jurisdiction) for a large Twin Cities regional office providing compliance review and servicing of business; and served as the Director of Client Services and OSJ for a large planning firm.

Julie attended St. Cloud State University.

Julie holds the Series 7, 24, 51 and 63 Security registrations.

Jo Bennett

Communications Director

Jo Bennett serves as the Communications and Marketing specialist for Bennett, Mastin & Kosmak, Inc. Jo’s background includes being the Communications Director for a national company based in the Twin Cities. She has over 20 years of experience as a graphic designer, editor, web designer, marketing director, and communications director and coordinator.

Jo’s creativity and vision drives the Brand Marketing for Bennett, Mastin & Kosmak, Inc. She coordinates the marketing initiatives, strategies for marketing plans, manages marketing content for brochures, creates presentations and is the Webmaster for the company.

Jo earned her Bachelor of Arts from St. Catherine University.

 

Sandy Lange

Administrative Assistant

Sandy Lange is a member of our Administrative Assistant Team and brings over 12 years of experience in the financial services field. Sandy’s excellent communication skills and her attention to detail are important for the Financial Advisors as well as the end clients. Sandy excels in Imaging System Administration, financial business processing, as well as the logistics of implementing a multitude of daily administrative duties.

Sandy has an Associate of Science Degree in Business and has completed her coursework for the LUTCF (Life Underwriter Training Council Fellow) Designation from the American College of Financial Services.

 

 

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