Central Relationship Manager@ Fidelity Investments
Salt Lake City, Utah, United States
Julie Palmer
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Kaplan University
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Tell me more about Julie Palmer?
FlashIntel GPTJulie Palmer is a highly experienced professional with 37.1 years of work experience. She has a diverse skill set including event management, sales, financial planning, and team leadership. Julie has worked at Fidelity Investments in various roles, including Central Relationship Manager, Service Speicalist, Financial Services Representative, and Branch Cashier. She is known for her expertise in event planning, asset allocation, retirement planning, and investment advisory. Julie is based in Salt Lake City, Utah and has a strong background in the financial services industry.
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Emails and Phone Numbers
Work Experience
Central Relationship Manager
Service Speicalist
Financial Services Representative
Branch Cashier
Financial Services
Julie Palmer's Professional Milestones
- Branch Cashier (1986-09-01~1989-08-01): Streamlined cash handling processes, resulting in increased efficiency and cost savings.
- Service Speicalist (1993-05-01~1996-10-01): Implementing effective service strategies to engage diverse audiences and reduce customer service orders in a timely manner.
Education
Education
2013-2014Skill
Event Management
Event Planning
Management
Sales
Financial Planning
Time Management
Asset Allocation
Retirement Planning
Team Leadership
Investment Advisory
Stock Market
Public Speaking
Leadership
Marketing Strategy
Marketing
Team Building
Social Media
Microsoft Office
Social Media Marketing
Certification
Colleagues
John Grdina
Squad Leader Product Owner
Steve Boyd
Director | Cash Product Owner
Anton Vaskovtsev
Product Owner
Laurie Jacques
Product Owner | Product Manager | Agilist | Certified Scrum Master
Brandy Reed
Chief Executive Officer | Business Owner
Other Named Julie Palmer
Frequently asked questions
We found 3 Julie Palmer's email addresses
We found 1 Julie Palmer's phone numbers
Julie Palmer's social media include: Linkedin,
Julie Palmer works for Fidelity Investments
Julie Palmer's role in Fidelity Investments is Central Relationship Manager
Julie Palmer works in the industry of Financial Services
Julie Palmer's colleagues are John Grdina,Steve Boyd,Anton Vaskovtsev
Julie Palmer's latest job experience is Central Relationship Manager at Fidelity Investments
Julie Palmer's latest education in Kaplan University
