Julie Mcdevitt work email
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Registered representative of Voya Financial Advisors, Inc. (member SIPC).
Voya Financial Advisors, Inc. (Member Sipc)
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Retirement Education SpecialistVoya Financial Advisors, Inc. (Member Sipc) Jun 2018 - Present
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Case ManagerArcadia Settlements Group Sep 2017 - Jun 2018Portland, Oregon Area -
Retirement Plan ConsultantAldrich Wealth Oct 2013 - Apr 2017Lake Oswego, OregonAldrich Wealth helps our clients protect their financial assets for tomorrow by enabling them to make smart financial decisions today. Our professionals provide strategic wealth management, financial planning and tax strategies for individuals, families and organizations. Aldrich Wealth offers the experience, expertise and resources of a global investment firm, with the personalized attention and client service of local professionals. -
Implementation Manager - Retirement PlansThe Standard Apr 2012 - Sep 2013Portland, Oregon Area -
Director, Education And CommunicationLincoln Financial Group Aug 2000 - Dec 2010Initiated and planned new implementations, ongoing campaigns and servicing for corporate institutional retirement plans in Western U.S. region. Managed remote staff throughout the region to ensure successful delivery of services to clients. Collaborated with client and internal staff to execute strategies to reach client's plan goals. Planned and executed retirement plan information to participants and employers through group and individual meetings. -
Structured Settlement AssociateEps Settlements Group Nov 1998 - Jul 2000Development of structured settlement annuity proposals/negotiations.
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Customer Service RepresentativeUniversal Underwriters Group Feb 1992 - Oct 1998Provided high level customer service for specialty P&C insurer clients. Prepared insurance documentation, input of premium and inventory data. Supervision of clerical staff.
Julie Mcdevitt Skills
Julie Mcdevitt Education Details
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Business- Finance And Management
Frequently Asked Questions about Julie Mcdevitt
What company does Julie Mcdevitt work for?
Julie Mcdevitt works for Voya Financial Advisors, Inc. (Member Sipc)
What is Julie Mcdevitt's role at the current company?
Julie Mcdevitt's current role is Retirement Education Specialist at Voya Financial.
What is Julie Mcdevitt's email address?
Julie Mcdevitt's email address is jm****@****dia.com
What is Julie Mcdevitt's direct phone number?
Julie Mcdevitt's direct phone number is +150395*****
What schools did Julie Mcdevitt attend?
Julie Mcdevitt attended Portland State University - School Of Business.
What skills is Julie Mcdevitt known for?
Julie Mcdevitt has skills like Insurance, Employee Benefits, Fixed Annuities, Program Management, Project Management, Coaching, Analysis, Interviews, Software Documentation, Time Management, Series 65.
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Julie McDevitt
Vp Of Client Services | Transforming Denver Businesses And Individuals In Sales And Leadership | Supporting Company Leadership To Grow Business And Maximize SalesParker, Co2gmail.com, massageenvy.com -
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Julie Trybus
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