Judy Jolley

Judy Jolley Email and Phone Number

Chief Compliance Officer, Managing Director at Investment Research and Advisory Group @ Investment Research & Advisory Group, Inc.
atlanta, georgia, united states
Judy Jolley's Location
Atlanta, Georgia, United States, United States
Judy Jolley's Contact Details

Judy Jolley personal email

n/a
About Judy Jolley

Senior leader & consultant with experience setting strategic direction, leading change efforts and achieving results. Over 30 years in service delivery roles utilizing a consultative client-focused approach. Respected business partner with a focus on creating success for the organization. Emphasis in process development, risk management and compliance; as well as customer service.

Judy Jolley's Current Company Details
Investment Research & Advisory Group, Inc.

Investment Research & Advisory Group, Inc.

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Chief Compliance Officer, Managing Director at Investment Research and Advisory Group
atlanta, georgia, united states
Website:
iragroup.com
Employees:
12
Judy Jolley Work Experience Details
  • Investment Research & Advisory Group, Inc.
    Chief Compliance Officer, Managing Director
    Investment Research & Advisory Group, Inc. Jan 2017 - Present
    Greater Atlanta Area
    Responsible for the firm's regulatory compliance, process development and risk management.
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  • Cabin Coffee Co. Of Blairsville
    Co-Owner
    Cabin Coffee Co. Of Blairsville Jan 2015 - Present
    Blairsville, Ga
    Cabin Coffee Company is an upscale coffee house designed to serve coffee lovers and non-coffee lovers alike. Meeting room & catering available. We offer a comfortable atmosphere for the community to gather while enjoying quality food and beverages.
  • Investment Research & Advisory Group, Inc.
    Managing Director
    Investment Research & Advisory Group, Inc. Oct 2009 - Jan 2015
    Atlanta, Ga
    Responsible for providing advisory services to corporate retirement plans.
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  • Fidelity Investments
    Vice President, Retirement Services
    Fidelity Investments Sep 1994 - Dec 2008
    Covington, Ky
    Senior management positions in all aspects of 401(k) administration and service delivery: - Team of Relationship Managers responsible for client retention and satisfaction- Client Service Management function for mid-to-large size clients. 115-person department. Led organization through redesign of function.- Product Support team, influenced development of 401(k) products for mid-to-large clients.- Participant Communication & Education function for mid-to-large size clients. 75-person department across three geographic areas. Led redesign of production & communication consulting roles to increase efficiency and service delivery quality.- Procedure Documentation Team supporting entire retirement services organization. Created team, process/work flow and quality assurance tasks. Included oversight of creation of India-based team for maintaining documentation.
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  • John Hancock
    Product Consultant/Account Administrator
    John Hancock Jul 1990 - Sep 1994
    Boston, Ma
    Positions included 401(k) Account Administration, Implementation Project Manager and Product Consultant, responsible for managing West Coast clients and supporting Sales Executives in new business acquisition.
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  • Berkshire Life
    Pension Administrator
    Berkshire Life Oct 1984 - Jul 1990
    Boston, Ma
    Managed corporate Defined Contribution and Defined Benefit plans for small employers.

Judy Jolley Skills

Strategy Process Improvement Change Management Crm 401k Leadership Management Building Relationships Employee Engagement Executive Management

Judy Jolley Education Details

Frequently Asked Questions about Judy Jolley

What company does Judy Jolley work for?

Judy Jolley works for Investment Research & Advisory Group, Inc.

What is Judy Jolley's role at the current company?

Judy Jolley's current role is Chief Compliance Officer, Managing Director at Investment Research and Advisory Group.

What is Judy Jolley's email address?

Judy Jolley's email address is ju****@****att.net

What schools did Judy Jolley attend?

Judy Jolley attended Iowa State University.

What are some of Judy Jolley's interests?

Judy Jolley has interest in Operations Management, Workforce Planning, Process Improvement And Change Management, Client Service And Consulting, Corporate Communications, Leadership And Associate Development.

What skills is Judy Jolley known for?

Judy Jolley has skills like Strategy, Process Improvement, Change Management, Crm, 401k, Leadership, Management, Building Relationships, Employee Engagement, Executive Management.

Who are Judy Jolley's colleagues?

Judy Jolley's colleagues are John Frazer, Harrison Leeson, Cfa, Saloni Yadav, Sandra Wynne, Sere Austin, Deepika Mahajan, Patrick Harris.

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