9190 Priority Way West Drive • Suite 120
Indianapolis, Indiana 46240
Phone: (317) 843-1358
Toll Free: (888) 843-1358
Fax: (317) 574-5999

Julie Williams, Operations Coordinator
Professional Financial Planning and Investment Management Experience
  • Over 14 years of experience in financial services industry.

Career History

  • Bedel Financial Consultants, Inc., Operations Specialist.
  • American Funds Distributors, Inc., Marketing SupportRepresentative.
  • American Funds Distributors, Inc., Administrative Assistant.
  • First American Title Insurance Company, Project Specialist.
  • IBM Corporation, Executive Secretary supporting General Manager for the Midwestern Region.
  • Arthur Young Management Consultants, Consultancy Administrator.
  • Schroder Life & Hambro Life, Sales Support Administrator.

Education

  • Attended Gable Hall School, Stanford-le-Hope, Essex, England – studied Business Administration.