Julia R.
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Julia R. Email & Phone Number

Client Service Associate at Edelman Financial Engines
Location: Greater Philadelphia, United States, United States 7 work roles 3 schools
1 work email found @edelmanfinancialengines.com 2 phones found area 610 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email j****@edelmanfinancialengines.com
Direct phone (610) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Edelman Financial Engines
Role
Client Service Associate
Location
Greater Philadelphia, United States, United States
Company size
1492 employees

Who is Julia R.? Overview

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Quick answer

Julia R. is listed as Client Service Associate at Edelman Financial Engines, a company with 1492 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at edelmanfinancialengines.com, phone signal with area code 610, and a matched LinkedIn profile for Julia R..

Julia R. previously worked as GIS Technician at American Water and Financial Services Representative at Merrill Edge. Julia R. holds Master Of Geographic Information Systems, Geographic Information Systems from Penn State University.

Company email context

Email format at Edelman Financial Engines

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*@edelmanfinancialengines.com
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Profile bio

About Julia R.

Julia R. is a Client Service Associate at Edelman Financial Engines.

Current workplace

Julia R.'s current company

Company context helps verify the profile and gives searchers a useful next step.

Edelman Financial Engines
Edelman Financial Engines
Client Service Associate
Philadelphia, PA, US
Website
edelmanfinancialengines.com
Employees
1492
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Company profile
View company profile Email format
7 roles

Julia R. work experience

A career timeline built from the work history available for this profile.

Gis Technician

Current
American Water

Camden, NJ, US

Jul 2024 - Present

Financial Services Representative

Merrill Edge
  • Recognized and acted on effective solutions to meet the needs of over 30 clients per day, using on the spot problem solving and effective communication skills.
  • Identified sales opportunities through client research to refer to specialists and sales teams.
  • Consolidated over $1.2 million while maintaining a 90% customer service satisfaction in Q3 2019.
  • Successfully passed the Securities Industry Essentials and Series 7 – General Securities Representative exams to become registered as a representative with FINRA.
Jun 2019 - Mar 2020

Promotions And Events Intern

The Franklin Institute

Philadelphia, PA, US

  • Assisted in the execution of promotion and advertising programs for the marketing department, developing strong interpersonal and communication skills.
  • Used close attention to detail to organize special exhibition events, logistics, and all post-event needs.
  • Researched and conducted outreach to prospective partners for cross-promotional marketing and sales opportunities.
  • Created and analyzed social media advertisements using key metrics such as impressions and click-through rate.
Jan 2019 - May 2019

Key Holder/Store Lead

Rally House

Lenexa, Kansas, US

Jun 2016 - Dec 2017
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1492 employees →

AM Alissa Macgillivray Alissa Macgillivray Colleague at Edelman Financial EnginesFort Myers, Florida, United States, United States View → RK Rajesh Kumar Rajesh Kumar Colleague at Edelman Financial EnginesAkola, Maharashtra, India, India View → SK Sudeep Kulkarni Sudeep Kulkarni Colleague at Edelman Financial EnginesPune, Maharashtra, India, India View → JB Jonathan Bragg Jonathan Bragg Colleague at Edelman Financial EnginesGreater Boston, United States View → IC Isabel Cooper Isabel Cooper Colleague at Edelman Financial EnginesAshburn, Virginia, United States, United States View → BM Brian Mahaffey Brian Mahaffey Colleague at Edelman Financial EnginesSunnyvale, California, United States, United States View → JC Jason Cowans, Cfp®, Chfc® Jason Cowans, Cfp®, Chfc® Colleague at Edelman Financial EnginesChandler, Arizona, United States, United States View → LR Likhitha Reddy Likhitha Reddy Colleague at Edelman Financial EnginesWashington DC-Baltimore Area, United States View → RS Ramona Steinbrugge Ramona Steinbrugge Colleague at Edelman Financial EnginesGresham, Oregon, United States, United States View → DM Dena Marie Mangini, Pmp Dena Marie Mangini, Pmp Colleague at Edelman Financial EnginesLaveen, Arizona, United States, United States View →
3 education records

Julia R. education

Master Of Geographic Information Systems, Geographic Information Systems

Penn State University

Bachelor Of Science - Bs, Community Development

Temple University

High School Diploma

Methacton High School
FAQ

Frequently asked questions about Julia R.

Quick answers generated from the profile data available on this page.

What company does Julia R. work for?

Julia R. works for Edelman Financial Engines.

What is Julia R.'s role at Edelman Financial Engines?

Julia R. is listed as Client Service Associate at Edelman Financial Engines.

What is Julia R.'s email address?

AeroLeads has found 1 work email signal at @edelmanfinancialengines.com for Julia R. at Edelman Financial Engines.

What is Julia R.'s phone number?

AeroLeads has found 2 phone signal(s) with area code 610 for Julia R. at Edelman Financial Engines.

Where is Julia R. based?

Julia R. is based in Greater Philadelphia, United States, United States while working with Edelman Financial Engines.

What companies has Julia R. worked for?

Julia R. has worked for Edelman Financial Engines, American Water, Merrill Edge, The Franklin Institute, and Barnes & Noble College.

Who are Julia R.'s colleagues at Edelman Financial Engines?

Julia R.'s colleagues at Edelman Financial Engines include Alissa Macgillivray, Rajesh Kumar, Sudeep Kulkarni, Jonathan Bragg, and Isabel Cooper.

How can I contact Julia R.?

You can use AeroLeads to view verified contact signals for Julia R. at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Julia R. attend?

Julia R. holds Master Of Geographic Information Systems, Geographic Information Systems from Penn State University.

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