DALTON, Mass. — Berkshire Money Management is pleased to welcome Julia Lewis to a new Compliance Professional position.

 

Her arrival adds internal compliance capacity to the firm's operations team.

 

 As Compliance Professional, Julia Lewis is responsible for Berkshire Money Management's internal compliance program, employee training, and processes and procedures. 

 

 She brings to the team eight years of valuable experience in the finance industry across the retirement, home lending, and insurance sectors. Prior to joining Berkshire Money Management, she was the Technical Operations Manager at PCS Retirement. 

 

 Julia, who now lives in Pittsfield, with her dog (Moto), grew up in Great Barrington before working out of state for a few years. 

 

"Julia represents the high caliber of talent and leadership we are building to support the future of our firm and our clients," said Chief Operating Officer Natalie Wheeler. "Evolving our strategy and fostering a culture of compliance to enable growth are key elements to our strategy and we're thrilled to have a wonderful team member like Julia blazing that path for us."