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Wendy Barta is listed as Managing Director, Head of Americas Client Account Management at J.P. Morgan Asset Management at J.P. Morgan Asset Management, a with 4066 employees, based in Columbus, Ohio, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Wendy Barta.
Wendy Barta previously worked as Managing Director, Head of Client Account Management and President of JPMorgan Distribution Services at J.P. Morgan Asset Management and Managing Director at J.P. Morgan Asset Management. Wendy Barta holds Master, Business Administration from Capital University.
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AeroLeads found 1 current-domain work email signal for Wendy Barta. Compare company email patterns before reaching out.
Client focused professional with strong sales, service and operations experience.
Listed skills include Investments, Mutual Funds, Asset Management, Series 7, and 10 others.
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Responsible for managing a team of Client Account Managers focused on servicing our largest Institutional and Intermediary clients across multiple Asset Management business lines. Current president of the Fund’s distributor, JP Morgan Distribution Services
Columbus, Ohio Area
Manage a diverse team that supports back office and service relationships for the largest U.S based financial intermediaries. - Team consists of Intermediary Client Account Managers and Operations Relationship Managers- Responsible for US Intermediary Contracts Specialists and invoice reconciliation teams- Oversee US Funds Transfer Agent relationship and support
Columbus, Ohio Area
- Responsible for coverage on major independent and regional broker dealers, and several bank trusts- Review and analysis of client recommendations in order to identify opportunities and positioning- Develop new and expand on current relationships- Participate in strategic planning for channel- In conjunction with Channel Marketing and Sales managers, build appropriate marketing initiatives - Build partnerships and relationships internally in order to leverage the full capabilities of JPM- Participate in the training of new hires, job shadowing, and community development team.Accomplishments2009 - Worked with partner to close two large discretionary mandates at major IBD firm - 360mm in up front flows, 20 research wins with covered firms2008 - 6 research recommendations with covered firms, Successful launch of JPM models on third party wrap program
- Partner with an outside wholesaler in order to increase sales of products in the territory. - Manage the territory to provide maximum coverage. - Present sales ideas and information that will assist brokers in closing sales. - Develop new and expand on current relationships- Assist with yearly business planning and budgeting- Interact with fund portfolio managers in order to increase product awareness.- Ability to provide portfolio analysis of JP Morgan funds and competing funds to brokers in the territory. - Use of several software research programs (Morningstar, CDA, Zephyr)- Conducted intermediate investment training class- Participate in the training of new hires.
- Supervised a team of 6 sales representatives- Responsible for training new sales representatives.- Primary back up for the equity tradersAccomplishmentsDeveloped and implemented a training manual for the series 6 representatives and new employeesTraining of newly licensed bank representatives in the field on operational and educational information
Other employees you can reach at jpmorgan.am. View company contacts for 4066 employees →
Aditi Rapoot
Colleague at J.P. Morgan Asset ManagementMumbai, Maharashtra, India
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Miftahul Asri
Colleague at J.P. Morgan Asset ManagementIndonesia
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Christopher Wright
Colleague at J.P. Morgan Asset ManagementNew York City Metropolitan Area, United States
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Diona Avdija
Colleague at J.P. Morgan Asset ManagementGeneva, Switzerland
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Sirquael Owino
Colleague at J.P. Morgan Asset ManagementKenya
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Nguyen Dinh
Colleague at J.P. Morgan Asset ManagementNew Castle, Delaware, United States
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Andre Kwok
Colleague at J.P. Morgan Asset ManagementHong Kong, Hong Kong Sar
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Zihan Li
Colleague at J.P. Morgan Asset ManagementNew York, United States
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Wai Yeung Tony Chan
Colleague at J.P. Morgan Asset ManagementKowloon, Hong Kong Sar, Hong Kong
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Jean-Philippe Vergnol
Colleague at J.P. Morgan Asset ManagementParis, Île-De-France, France
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Quick answers generated from the profile data available on this page.
Wendy Barta works for J.P. Morgan Asset Management.
Wendy Barta is listed as Managing Director, Head of Americas Client Account Management at J.P. Morgan Asset Management at J.P. Morgan Asset Management.
AeroLeads has found 1 work email signal at @jpmorgan.com for Wendy Barta at J.P. Morgan Asset Management.
Wendy Barta is based in Columbus, Ohio, United States while working with J.P. Morgan Asset Management.
Wendy Barta has worked for J.P. Morgan Asset Management and Huntington Investment Company.
Wendy Barta's colleagues at J.P. Morgan Asset Management include Aditi Rapoot, Miftahul Asri, Christopher Wright, Diona Avdija, and Sirquael Owino.
You can use AeroLeads to view verified contact signals for Wendy Barta at J.P. Morgan Asset Management, including work email, phone, and LinkedIn data when available.
Wendy Barta holds Master, Business Administration from Capital University.
Wendy Barta is listed with skills including Investments, Mutual Funds, Asset Management, Series 7, Sales Operations, Management, Business Planning, and Sales.
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