Julia Fleming is a Investment Analyst at LPL Financial. She is proficient in Spanish.
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Investment AnalystLpl Financial May 2023 - PresentSan Diego, Ca, Us -
Client RepresentativeVanguard Nov 2021 - PresentValley Forge, Pa, Us• Educates clients on Vanguard products and services through investment guidance conversations• Accurately places stock, ETF, and mutual fund trades• Collaborates with specialty departments (corporate actions, margin, trade support) to address client inquiries involving corporate actions, trade violations, and trade errors• Performs as a team member by actively responding in teams chat and volunteering to facilitate team meetings -
Bonner Service LeaderThe Bonner Foundation Sep 2017 - May 2021Princeton, New Jersey, Us• Developed programming for the Boys and Girls Club of the Capital Area • Created, administered, and analyzed a survey measuring program quality and effectiveness • Facilitated a focus group assessing program experience• Organized important findings from survey and focus group into a report
Julia Fleming Education Details
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Siena CollegeDouble Major In Economics And Spanish With A Certificate In Community Development -
Universidad Católica De Valencia San Vicente MártirSpanish Language And Literature
Frequently Asked Questions about Julia Fleming
What company does Julia Fleming work for?
Julia Fleming works for Lpl Financial
What is Julia Fleming's role at the current company?
Julia Fleming's current role is Investment Analyst.
What schools did Julia Fleming attend?
Julia Fleming attended Siena College, Universidad Católica De Valencia San Vicente Mártir.
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