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Julia Whitley Email & Phone Number

SVP, Group Manager, Relationship Management at Fidelity Investments
Location: Greater Boston, United States, United States 5 work roles 5 schools
1 work email found @fidelity.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@fidelity.com
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Current company
Role
SVP, Group Manager, Relationship Management
Location
Greater Boston, United States, United States
Company size

Who is Julia Whitley? Overview

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Quick answer

Julia Whitley is listed as SVP, Group Manager, Relationship Management at Fidelity Investments, a company with 10 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Julia Whitley.

Julia Whitley previously worked as SVP, Relationship Management at Fidelity Investments and Vice President, Enterprise Relationships Group at Fidelity Investments. Julia Whitley holds Master Of Business Administration (Mba) from Hec Paris.

Company email context

Email format at Fidelity Investments

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{first}.{last}@fidelity.com
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AeroLeads found 1 current-domain work email signal for Julia Whitley. Compare company email patterns before reaching out.

Profile bio

About Julia Whitley

Julia Whitley is a SVP, Group Manager, Relationship Management at Fidelity Investments. She possess expertise in cross functional team leadership, leadership, financial analysis, corporate finance, financial modeling and 12 more skills. She is proficient in French. Colleagues describe her as "I had the opportunity to work with Julia in a number of projects during our MBA. She is organized, dedicated and focused. She is a great team player and always willing to lend a helping hand. She has great analytical skills, is a talented communicator and will make a great addition to any team who is lucky enough to have her."

Listed skills include Cross Functional Team Leadership, Leadership, Financial Analysis, Corporate Finance, and 13 others.

Current workplace

Julia Whitley's current company

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Fidelity Investments
Fidelity Investments
SVP, Group Manager, Relationship Management
Website
Employees
10
AeroLeads page
5 roles · 24 years

Julia Whitley work experience

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

Svp, Relationship Management

Current

Boston, MA, US

I lead a team of 10 relationship managers in the Northeast; we manage a range of approximately 20 products, including 401(k)s, pensions, student debt solutions, and mutual funds for 140+ clients. I also am part of the regional leadership that manages our New Hampshire region. Fidelity is the second largest private employer in New Hampshire with 7,300+.

2021 - Present ~5 yrs 5 mos

Vice President, Enterprise Relationships Group

Boston, MA, US

The Enterprise Relationships Group oversees 360-degree relationship management and business intelligence for Fidelity's top 50 clients. Firms include Fortune 500 technology firms, banks, and insurance companies.Specifically, I managed a team of approximately 30 associates, including relationship managers, business intelligence, technology, and the team's.

2014 - Nov 2021

General Management Two-Year Rotation Program (Gma Program)

Boston, MA, US

A two-year mid-career rotation program; I had the pleasure in working across four major parts of the organization: Asset Management, Fidelity Institutional, Fidelity Charitable, and the Public Affairs and Policy Group. The functional roles that I had included product development, marketing, operations / people management, and government relations.

2012 - 2014 ~2 yrs

Consultant

Nueva York, Nueva York, US

Pro Mujer is a social enterprise that has been advancing gender equality in Latin America for almost 35 years. I worked in the Cochabamba, Bolivia office, helping to establish microfinance lending groups in the local area. Through this process women establish a credit history and have access to working capital for small businesses. These individuals also.

2010 - 2010

Corporate Finance

Round Rock, Texas, US

Held multiple finance positions in both the US and Asia over 8 years. My role in Asia was based in Malaysia, and my remit included 12 countries across the Asia Pacific / Japan region. 3 promotionsCompleted Dell's Finance Rotation Program (3 years)

2002 - Dec 2009
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

5 education records

Julia Whitley education

Master Of Business Administration (Mba)

Hec Paris

Global Consulting Practicum - 8 Month Program

The Wharton School

Bachelor Of Business Administration, Finance

Texas Mccombs School Of Business

Bachelor Of Arts, Government

The University Of Texas At Austin

Education record

Vanderbilt University
FAQ

Frequently asked questions about Julia Whitley

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

What company does Julia Whitley work for?

Julia Whitley works for Fidelity Investments.

What is Julia Whitley's role at Fidelity Investments?

Julia Whitley is listed as SVP, Group Manager, Relationship Management at Fidelity Investments.

What is Julia Whitley's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Julia Whitley at Fidelity Investments.

Where is Julia Whitley based?

Julia Whitley is based in Greater Boston, United States, United States while working with Fidelity Investments.

What companies has Julia Whitley worked for?

Julia Whitley has worked for Fidelity Investments, Pro Mujer, and Dell Technologies.

Who are Julia Whitley's colleagues at Fidelity Investments?

Julia Whitley's colleagues at Fidelity Investments include Destin Garner, John Chow, Frank Hilvers, Jennifer Griffiths, and Ian Anderson.

How can I contact Julia Whitley?

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

What schools did Julia Whitley attend?

Julia Whitley holds Master Of Business Administration (Mba) from Hec Paris.

What skills is Julia Whitley known for?

Julia Whitley is listed with skills including Cross Functional Team Leadership, Leadership, Financial Analysis, Corporate Finance, Financial Modeling, Marketing, Business Strategy, and Finance.

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