Julie Schindel, B.B.A.

Prior to joining Caissa, Julie worked in operations across multiple sectors including commercial aviation, service, manufacturing, and property management. A wearer of many hats, and wrangler of operational tasks, bringing a broad depth of experience. Previous roles include Director of System Operational Control – Champion Air, Divisional Director of Operations -Regis Corporation and Vice President of Operations- Global Aviation. She joined CAISSA Wealth Strategies in 2022 as an Operations Specialist Julie and her husband Jon are recent empty nesters and can be found in the summer boating on Lake Minnetonka.  In the winter, the whole family are Minnesota WILD fans and can be found at games or tucked in watching from the couch. Julie is known to enjoy a French 75, a chilly winter day skiing at Big Sky, or a swim in one of Minnesota’s legendary lakes.

SPOTLIGHT Interview

What is your role at CAISSA? (i.e. How would you explain your job to someone new to financial services?) I work in the Operations department of a Wealth Management company which means I support the Investment and Planning Departments with the office, computer and database work. Allowing the Investment and Planning team to stay in the lane of Wealth Management. Why financial services? Prior to joining Caissa, I worked in operations across multiple sectors including commercial aviation, service, manufacturing and property management. A wearer of many hats, finance and budgetary constraints always played a significant role in operational decisions. On a personal level and thanks to parents who were actively interested in the market, I have been an active investor and in the market long enough to remember turning in paper stock certificates to move into the modern age. It is fascinating to be part this dynamic industry and such a respected company. Where did you attend college and what was your major/minor? I attended the University of North Dakota. B.B.A.- Aviation Management. If you could choose anyone, who would you pick as your mentor? Was lucky enough to have many mentors in my life from wonderful parents to influential bosses along my career track. How do you pass the time when you’re not in the office? Gettting outside and time with friends and family. I love attending Wild games, the wonderful theater & concerts that Minneapolis has to offer, cooking & entertaining and any time I can find on Lake Minnetonka. What’s a fun fact about you many people may not know? I obtained my private pilot license when I was 19. Where’s your favorite place in the world? Big Sky, Montana- winter, spring, summer and fall! If you could meet anyone in the world, dead or alive, who would it be and why? The Oracle of Omaha, Warren Buffet- a long-term view and belief in business fundamentals. What’s your favorite indoor/outdoor activity? Downhill skiing. What was your first or weirdest job? My 1st job was working at Bachman’s, which is a well know nursery and florist in Minnesota. Loved being around all that beauty and freshness. Ironically, it was my youngest daughter’s and Mother in Law’s 1st job too. What is the first concert you attended? Had backstage passes to John Cougar in 1983. Nothing wild or out of hand, as I was 13 and under parental supervision. What is your greatest fear? Snakes rate high on a short list of fears. You are being taken to dinner. Do you go classic American or fine dining? And where? Atmosphere is the deciding factor- Love Macanda and McCormicks (pub side) in Wayzata. What tv show/movie are you ashamed to admit you love? Southern Charm.

CAISSA Spotlight: Julie Schindel

Julie Schindel, B.B.A.

SPOTLIGHT Interview

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