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Julie Smith

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Julie Smith

Administrative Assistant/Cash Control Associate | Touchstone Investments

Ohio, Cincinnati, United States

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Julie Smith

Summary

Julie Smith is a seasoned executive with extensive experience in fund administration and operations within the financial services industry. Currently serving as Vice President at Touchstone Investments, she has a strong background in securities and strategic operations. Julie's career trajectory reflects her commitment to excellence in managing complex financial processes and leading teams towards operational efficiency. A graduate of Colorado State University with an MBA, she possesses a robust academic foundation that complements her practical experience. Her leadership style is characterized by a focus on collaboration and strategic thinking, making her a valuable asset in any organization. Outside of her professional endeavors, Julie is passionate about mentoring emerging leaders in the finance sector. She is also known for her ability to navigate regulatory environments effectively, ensuring compliance while driving business growth. Julie's unique blend of skills positions her as a thought leader in fund administration.

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Technical Background

Leadership Experience

Long-Term Tenure

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Julie Smith

Work Experience

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Vice President Fund Administration & Operations at

Touchstone Investments

September 2021 - Present

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Julie Smith

Education

Colorado State University, Master of Business Administration (M.B.A.)

January 2002 - January 2005

Ohio University

Ohio University, Bachelor's Degree

January 1994 - January 1998

Frequently Asked Questions about Julie Smith

What is Julie Smith email address?

Julie Smith's primary email address is ***********@touchstoneinvestments.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Julie Smith work for?

Julie Smith is a Administrative Assistant/Cash Control Associate at Touchstone Investments.

Where Julie Smith graduated from?

Julie Smith holds a degree in null from Colorado State University.

How can I directly contact Julie Smith?

To contact Julie Smith directly, you can use the email address ***********@touchstoneinvestments.com. Complete contact information is available upon registration with Muraena.

Who is Julie Smith?

Julie Smith is a seasoned executive with extensive experience in fund administration and operations within the financial services industry. Currently serving as Vice President at Touchstone Investments, she has a strong background in securities and strategic operations. Julie's career trajectory reflects her commitment to excellence in managing complex financial processes and leading teams towards operational efficiency. A graduate of Colorado State University with an MBA, she possesses a robust academic foundation that complements her practical experience. Her leadership style is characterized by a focus on collaboration and strategic thinking, making her a valuable asset in any organization. Outside of her professional endeavors, Julie is passionate about mentoring emerging leaders in the finance sector. She is also known for her ability to navigate regulatory environments effectively, ensuring compliance while driving business growth. Julie's unique blend of skills positions her as a thought leader in fund administration.

Julie`s contact details

mail

***********@touchstoneinvestments.com

Colleagues

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Tim Paulin

Financial Consultant

Daniel Mcginley

Senior Vice President Western Division Sales Manager

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Benjamin Alge

Leadership Development Associate

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Chas Lynam

Sales Coordinator

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Julie Morse

Marketing Coordinator

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Todd Nuss

Financial Advisor

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Natalie Mcdonald

National Account Specialist

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Brian Kirst

Accounting Intern

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Sharon Karp

Marketing Manager

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Patrick Farris

Operations Specialist

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