
Julie Ann Maday
I provide Financial Advisors and Client Specialists with exceptional client service in response to inquiries regarding client accounts.... | Greater Milwaukee, Greater Milwaukee, United States
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Julie Ann Maday’s Emails jw****@rw****.com
Julie Ann Maday’s Phone Numbers No phone number available.
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Julie Ann Maday’s Location Greater Milwaukee, Greater Milwaukee, United States
Julie Ann Maday’s Expertise 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’s Current Industry Baird
Julie
Ann Maday’s Prior Industry
Marine Bank Bank One
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Northwestern Mutual
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Northwester Mutual Life Ins
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Julieannweston Com
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Bmo Harris Bank
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Madison Medical Affiliates
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Baird
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Work Experience

Baird
Retail Transaction Specialist
Fri Oct 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Madison Medical Affiliates
Medical Secretary
Sun Mar 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Oct 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Madison Medical Affiliates
Internal Medicine Medical Secretary
Sun Mar 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Oct 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Bmo Harris Bank
Customer Experience Specialist
Tue Oct 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Julieannweston Com
Multi Published Model
Fri Jun 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Northwestern Mutual
Retired
Fri Jun 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jun 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Northwestern Mutual
Northwestern mutual Trainer/Mentor
Wed Apr 01 1987 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jun 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Northwester Mutual Life Ins
Retired
Wed Apr 01 1987 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jun 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Marine Bank Bank One
Customer Service Representative
Thu Jul 01 1982 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Apr 01 1987 00:00:00 GMT+0000 (Coordinated Universal Time)