Julia Heck Email & Phone Number
Who is Julia Heck? Overview
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Julia Heck is listed as Customer Relationship Advocate (CRA) at Fidelity Investments, based in Fort Thomas, Kentucky, United States. AeroLeads shows a matched LinkedIn profile for Julia Heck.
Julia Heck previously worked as First Financial Advocate at Education At Work and Tax and Accounting at Flynn & Company, Inc.. Julia Heck holds Finance, First Year from University Of Cincinnati Carl H. Lindner College Of Business.
Email format at Fidelity Investments
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About Julia Heck
I am a third year student at the University of Cincinnati Lindner College of Business studying Financial Planning. I plan to graduate this spring in May of 2025! If you have any questions or would like to connect I am reachable at heckja@mail.uc.edu.
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Julia Heck work experience
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First Financial Advocate
Resolve customer issues through account research and utilization of support materials and resources. Strive for first contact resolution of customer inquiries, transactions, and problem resolution. Escalate customer requests requiring additional knowledge or expertise as defined by department leadership.
Tax And Accounting
Prepared and filed tax returns and work papers for companies, partnerships, and individuals. Analyzed and minimized tax liabilities by implementing tax reduction strategies. Ensured clients comply with IRS regulations and meet their state and deferral tax obligations. Write up work for business clients including: general ledger maintenance, accounts.
Business Administration
Collaborated with various department administrators to recognize the daily operations of the organization. Involved in office environments that supported the clinical staff and increase the quality of the health care system. Discuss current projects administrators were working on if efforts to make St. Elizabeth the best hospital in Northern Kentucky.
Dietary Aide
Meal service delivered and established a clean environment for residents to ensure sanitation standards were met. Cooperated with chefs by providing assistance and prepared food, condiments, and refreshments for residents. Sanitized dishes and equipment in order to maintain cleanliness within the dining rooms and kitchenettes
Julia Heck education
Finance, First Year
Education record
Frequently asked questions about Julia Heck
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What company does Julia Heck work for?
Julia Heck works for Fidelity Investments.
What is Julia Heck's role at Fidelity Investments?
Julia Heck is listed as Customer Relationship Advocate (CRA) at Fidelity Investments.
Where is Julia Heck based?
Julia Heck is based in Fort Thomas, Kentucky, United States while working with Fidelity Investments.
What companies has Julia Heck worked for?
Julia Heck has worked for Fidelity Investments, Education At Work, Flynn & Company, Inc., St. Elizabeth Healthcare, and Carespring Health Care Management.
How can I contact Julia Heck?
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What schools did Julia Heck attend?
Julia Heck holds Finance, First Year from University Of Cincinnati Carl H. Lindner College Of Business.
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