Julie Barto

Julie Barto Email and Phone Number

Financial Broker @ Fidelity Investments
boston, massachusetts, united states
Julie Barto's Location
Raleigh-Durham-Chapel Hill Area, United States
About Julie Barto

Julie Barto is a Financial Broker at Fidelity Investments.

Julie Barto's Current Company Details
Fidelity Investments

Fidelity Investments

View
Financial Broker
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Julie Barto Work Experience Details
  • Fidelity Investments
    Financial Broker
    Fidelity Investments Apr 2022 - Present
  • Smith Hanley Associates
    Assistant Account Manager
    Smith Hanley Associates 2001 - 2004
    Lake Mary, Florida, United States
    • Managed client relationships, which included out of state travel• Worked with recruiters to locate qualified candidates for open job orders and submitted them to the client for review• Worked with clients / recruiters regarding setting up interviews as well as providing first day instructions when hired.• Completed appropriate paperwork when a candidate is hired, terminated, or their contract has extended.• Maintained and updated client records.
  • Aon
    Project Manager, Benefits Consulting
    Aon 1998 - 2001
    Orlando, Florida, United States
    • Managed daily operations and projects of a client-dedicated team of 21 customer service representatives.• Worked with system administrators to update 401(k) and Pension provisions and processes.• Responsible for the creation of training materials. • Facilitated training for managers as well as Health and Welfare benefits, 401(k) and Pension plan.• Developed and maintained client and vendor relationships.• Updated on-line tools to assist team members on calls with participants.• Provided coaching and feedback to team members to help develop their customer service skills.• Subject matter expert for associates and escalation calls.• Responsible for the resolution of any issues that arose pertaining to the projects.• Answered participant calls during very busy times.• Work with System Administrators to resolve any issues that arose during training sessions.

Frequently Asked Questions about Julie Barto

What company does Julie Barto work for?

Julie Barto works for Fidelity Investments

What is Julie Barto's role at the current company?

Julie Barto's current role is Financial Broker.

Who are Julie Barto's colleagues?

Julie Barto's colleagues are Shelby Matteck, Sivakumar Karuppanan, Stephanie Ayotte, Blake Martin, Joseph Bigos Iii, Dominique Steward, Cheryl M..

Not the Julie Barto you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.