Julia Heck
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Julia Heck Email & Phone Number

Customer Relationship Advocate (CRA) at Fidelity Investments
Location: Fort Thomas, Kentucky, United States 5 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Customer Relationship Advocate (CRA)
Location
Fort Thomas, Kentucky, United States

Who is Julia Heck? Overview

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Quick answer

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.

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Email format at Fidelity Investments

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Fidelity Investments

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Profile bio

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's current company

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Fidelity Investments
Fidelity Investments
Customer Relationship Advocate (CRA)
Fort Thomas, KY, US
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5 roles

Julia Heck work experience

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First Financial Advocate

Fort Thomas, Kentucky, United States

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.

Jul 2023 - Oct 2024

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.

Jan 2024 - Apr 2024

Business Administration

Edgewood, Kentucky, United States

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.

Aug 2021 - May 2022

Dietary Aide

Fort Thomas, Kentucky, United States

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

Apr 2019 - Mar 2022
2 education records

Julia Heck education

Education record

Activities and Societies: Future Business Leaders of America, National Honors Society, National Math Honors Society, National English.

FAQ

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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?

You can use AeroLeads to view verified contact signals for Julia Heck at Fidelity Investments, including work email, phone, and LinkedIn data when available.

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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