Julia Wong Email & Phone Number

Holmdel, Nj, Us

New York, New York, United States

Madison, New Jersey

Led the analytics, marketing materials creation, reporting and servicing efforts to approximately 500 institutional investors. • Led three distinct global teams in New Jersey, London, Munich, Mexico City, and Tokyo supporting approximately $70 billion of gross assets under management• Oversaw all RFP, RFI and due diligence responses resulting in over $500mm in new mandates• Provided sales and product team support for client due diligence meetings to continue the business development process; hosted consultant on-site visits

New York, Ny

Led the investor relations, portfolio management, sales support, and marketing efforts for JPMorgan Global Real Asset’s U.S. core, value-add, and diversified commercial real estate strategies• Managed the activities of approximately $41 billion of gross assets under management; including the largest U.S. core open-end fund in the industry • Managed four direct reports that handle over 3,600 requests per year, which include request for proposal (RFP), request for information (RFI), due diligence questionnaires (DDQ), questionnaires, fund level, client and consultant specific analysis, marketing pitch books, and marketing materials• Assisted with fundraising and business retention activities – helped win and maintain over $1 billion

Greater New York City Area

Managed content development and execution of all client educational webcasts and conferences across the traditional and alternative asset classes for Institutional Americas• Grew webcast program by 70% as measured by client attendance. Created a consistent pre-webcast marketing process. Developed and implemented a post-webcast follow-up program. Improved content quality by 17% as measured by client surveys• Raised the caliber of client conferences as rated by clients

Greater New York City Area

Created a transformational business model and marketing strategy for the business travel organization • Developed a new sales, pricing, and operations strategy focused on the large market travel client segment. Strategy was estimated to improve profitability by 80%. Led cross-functional team of 25 • Created the first Global Business Travel Brochure used by the global sales force. Partnered with and led this initiative for Europe, Asia Pacific, Australia, and Latin America

Greater New York City Area

Served as Chief of Staff to Group President, a direct report to the CEO• Oversaw the organization of financial and quarterly business reviews, town halls, national meetings, staff meetings, and business update sessions with the CEO and CFO• Managed two Global Corporate Services restructuring initiatives including communication with 15 department heads, head of HR, and the CFO, which saved over $12MM

Greater New York City Area

Successfully managed three top supermarket accounts: Kroger ($824MM; +24% YOY charge volume), Publix ($502MM; +189% YOY charge volume) and ShopRite ($233MM; +15% YOY charge volume)• Recommended and executed major changes to the supermarket strategic investment program, which enhanced the way customers were marketed. The changes saved $25MM over 5 years.• Developed and executed an executive roundtable, which demonstrated industry leadership with prospective retail executive. As a result, signed a new $24MM account, Price Chopper.

Greater New York City Area

Developed pricing strategies and policies for the merchant business. Managed the inbound telemarketing unit, staff of 50, and created marketing programs to drive calls into the telemarketing unit. • Launched a global aggregation policy, impacting 3.1MM customers totaling $182B in revenue• Launched an in-language acquisition program (with Chinese and Korean small business merchants); generated an incremental 7.1% in signings that enabled the department to achieve its signings goal• Developed and executed a postcard mailing campaign to improve merchant activation post signing, generating a 3.1% direct mail response and a 34% lift in activation

Master Of Business Administration (Mba)

Bachelor Of Arts - Ba