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@jpmorgan.com
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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 company 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.
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.
- 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.
- 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 →
Maryam Slsaleh
Colleague at J.P. Morgan Asset Management
New York, New York, United States, United States
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EI
Elliott Izard
Colleague at J.P. Morgan Asset Management
United Kingdom, United Kingdom
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JL
Jeremy Lloyd
Colleague at J.P. Morgan Asset Management
Portland, Oregon, United States, United States
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AS
Alan Swihart, Cfp®, Caia
Colleague at J.P. Morgan Asset Management
Greater Chicago Area, United States
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RC
Renjith Chacko
Colleague at J.P. Morgan Asset Management
London, England, United Kingdom, United Kingdom
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EY
Elaine Yiu
Colleague at J.P. Morgan Asset Management
Hong Kong, Hong Kong SAR, Hong Kong
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CP
Cindy Pai
Colleague at J.P. Morgan Asset Management
Taiwan, Taiwan, Province Of China
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CC
Cathy Cheng
Colleague at J.P. Morgan Asset Management
Hong Kong SAR, Hong Kong
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JD
Javier Dorado Herencia
Colleague at J.P. Morgan Asset Management
Madrid, Community Of Madrid, Spain, Spain
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TS
Tej Shah, Cfa, Aca
Colleague at J.P. Morgan Asset Management
Greater London, England, United Kingdom, United Kingdom
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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 Maryam Slsaleh, Elliott Izard, Jeremy Lloyd, Alan Swihart, Cfp®, Caia, and Renjith Chacko.
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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