Wendy Barta Email & Phone Number
Managing Director, Head of Client Account Management and President of JPMorgan Distribution Services @ J.P. Morgan Asset Management
Wendy Barta Location
Columbus, OH, US
Wendy Barta Work
- 2023 - now Managing Director, Head of Client Account Management and President of JPMorgan Distribution Services @ J.P. Morgan Asset Management
- 2023 - now Managing Director @ J.P. Morgan Asset Management
- 2015 - 2023 Executive Director - Head of Financial Intermediary Services and Transfer Agent Management @ J.P. Morgan Asset Management
- 2010 - 2015 Vice President, Financial Intermediary Services Relationship Manager @ J.P. Morgan Asset Management
- 2006 - 2010 National Accounts Relationship Manager @ J.P. Morgan Asset Management
- 2000 - 2006 Internal Wholesaler @ J.P. Morgan Asset Management
- 1998 - 2000 Supervisor @ Huntington Investment Company
Wendy Barta Education
- Capital University
Master (Business Administration)
1998 - 2000 - Ohio University
Bachelor's degree (Business Administration (Marketing))
1989 - 1994
Wendy Barta Skills
- Investments
- Mutual Funds
- Sales Operations
- Business Planning
- Management
- Sales
- Strategic Planning
- Insurance
- Budgets
- Series 7
Wendy Barta Summary
Wendy Barta, based in Columbus, OH, US, is currently a Managing Director, Head of Client Account Management and President of JPMorgan Distribution Services at J.P. Morgan Asset Management. Wendy Barta brings experience from previous roles at J.P. Morgan Asset Management. Wendy Barta holds a 1998 - 2000 Master in Business Administration @ Capital University. With a robust skill set that includes Investments, Mutual Funds, Sales Operations, Business Planning, Management and more. Wendy Barta has 4 emails and 3 mobile phone numbers on RocketReach.
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