Julie Ann Maday Email & Phone Number | I provide Financial Advisors and Client Specialists with exceptional client service in response to inquiries regarding client accounts. I apply financial industry knowledge and respond to FA and CS inquiries and resolve operational issues through idea generation. I adhere to industry regulations, Baird policies and department procedures and policies. I answer and initiate Financial and Client Specialist contact, answer routine questions and follow through on requests including the ability to analyze and resolve client inquiries in a timely manner. I contribute to productivity, efficiency and effective improvements to drive deliverables to Baird clients. I apply Regulation T, margin rules and IRS rules and regulations. I process work transactions (wires, transactions, checks, LOAS) for Private Wealth Retail accounts.

Julie Ann Maday

I provide Financial Advisors and Client Specialists with exceptional client service in response to i...
Greater Milwaukee, Greater Milwaukee, United States

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Julie Ann Maday’s Email jweston@rwbaird.com

Julie Ann Maday’s Phone Numbers

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Julie Ann Maday’s Location Greater Milwaukee, Greater Milwaukee, United States

Julie Ann Maday’s Current Industry Baird Julieannweston Com

Julie Ann Maday’s Prior Industry Madison Medical Affiliates | Bmo Harris Bank | Northwestern Mutual | Northwester Mutual Life Ins | Marine Bank Bank One

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Work Experience

Baird

Retail Transaction Specialist

2021-10-01 00:00:00 - Present

Julieannweston Com

Multi Published Model

2018-06-01 00:00:00 - Present

Madison Medical Affiliates

Medical Secretary

2020-03-01 00:00:00 - 2021-10-01 00:00:00

Bmo Harris Bank

Customer Experience Specialist

2019-10-01 00:00:00 - 2020-03-01 00:00:00

Northwestern Mutual

Northwestern mutual Trainer/Mentor

1987-04-01 00:00:00 - 2018-06-01 00:00:00

Northwester Mutual Life Ins

Retired

1987-04-01 00:00:00 - 2018-06-01 00:00:00

Marine Bank Bank One

Customer Service Representative

1982-07-01 00:00:00 - 1987-04-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Julie Ann Maday

Julie Ann Maday is located at
Greater Milwaukee, Greater Milwaukee, United States

Julie Ann Maday is a I provide Financial Advisors and Client Specialists with exceptional client service in response to inquiries regarding client accounts. I apply financial industry knowledge and respond to FA and CS inquiries and resolve operational issues through idea generation. I adhere to industry regulations, Baird policies and department procedures and policies. I answer and initiate Financial and Client Specialist contact, answer routine questions and follow through on requests including the ability to analyze and resolve client inquiries in a timely manner. I contribute to productivity, efficiency and effective improvements to drive deliverables to Baird clients. I apply Regulation T, margin rules and IRS rules and regulations. I process work transactions (wires, transactions, checks, LOAS) for Private Wealth Retail accounts.

Julie Ann Maday currently works in the Baird | Julieannweston Com |

No Languages Available

Julie Ann Maday has prior
experience in the following industries:
Madison Medical Affiliates | Bmo Harris Bank | Northwestern Mutual | Northwester Mutual Life Ins | Marine Bank Bank One

Julie Ann Maday has the following professional experience:
Baird | Julieannweston Com | Madison Medical Affiliates | Bmo Harris Bank | Northwestern Mutual | Northwester Mutual Life Ins | Marine Bank Bank One