Julia R.
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Julia R. Email & Phone Number

Client Service Associate at Edelman Financial Engines
Location: Greater Philadelphia, United States 7 work roles 3 schools
1 work email found @edelmanfinancialengines.com 2 phones found area 610 LinkedIn matched
✓ Verified July 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
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 with 1492 employees, based in Greater Philadelphia, 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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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 →

RA Rachelle Advani Rachelle Advani Colleague at Edelman Financial EnginesRichmond, Virginia, United States View → CV Chance Vogel Chance Vogel Colleague at Edelman Financial EnginesHouston, Texas, United States View → RR Ryan Reiter Ryan Reiter Colleague at Edelman Financial EnginesMadison, Wisconsin, United States View → BH Bradley Holly Bradley Holly Colleague at Edelman Financial EnginesGilbert, Arizona, United States View → JM Joseph Marino Joseph Marino Colleague at Edelman Financial EnginesWhite Plains, New York, United States View → DD Diane Denaples Jensen Diane Denaples Jensen Colleague at Edelman Financial EnginesFairfax County, Virginia, United States View → AJ Adam Jablow Adam Jablow Colleague at Edelman Financial EnginesJersey City, New Jersey, United States View → JG Jeff Gonzales Jeff Gonzales Colleague at Edelman Financial EnginesPasadena, California, United States View → IG Ian Gedminas, Cfp® Ian Gedminas, Cfp® Colleague at Edelman Financial EnginesSunbury, Ohio, United States View → AC Ann Crehan Ann Crehan Colleague at Edelman Financial EnginesWashington Dc-Baltimore Area, 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 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 Rachelle Advani, Chance Vogel, Ryan Reiter, Bradley Holly, and Joseph Marino.

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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