Julie Tellstone, MBA
About Julie Tellstone, MBA
Julie Tellstone, MBA, is an Account Development Representative at InfoReady Corporation, specializing in financial guidance and insurance protection. She has a diverse background in sales and marketing, with previous roles at Charter Oak Insurance, Danka Office Imaging, and InfoEd International.
Work at InfoReady
Julie Tellstone has been employed at InfoReady Corporation as an Account Development Representative since 2022. In this role, she focuses on developing client relationships and driving sales initiatives. Her experience in account management and financial services contributes to her effectiveness in this position. InfoReady Corporation is located in Ann Arbor, Michigan, where she continues to apply her skills in a dynamic environment.
Previous Experience in Financial Services
Prior to her current position, Julie Tellstone worked as a Financial Services Professional at Charter Oak Insurance and Financial Services from 2018 to 2019 in Saratoga Springs, NY. In this role, she specialized in life, disability income, and long-term care insurance protection. Additionally, she served as a Sales and Marketing Manager at InfoEd International from 1999 to 2002, and as an Account Manager at Danka Office Imaging from 1996 to 1998.
Education and Expertise
Julie Tellstone holds a Master of Business Administration (M.B.A.) from Binghamton University School of Management, where she studied Marketing from 1990 to 1994. She also earned a Bachelor of Arts (B.A.) in Economics from St. Lawrence University, studying from 1987 to 1991. Her educational background supports her expertise in financial goals, estate strategies, and insurance needs, as well as her focus on helping families manage private college costs through the Sage Tuition Rewards Program.
Background in Health and Case Investigation
Julie Tellstone has experience in the health sector, having worked as a Case Investigator for the New York State Department of Health from 2021 to 2022 in Saratoga Springs, New York. This role involved investigating cases and providing support in health-related matters, further diversifying her professional background.
Guidance for Life Events
In her professional capacity, Julie Tellstone provides guidance for significant life events, including retirement and college planning. Her focus on these areas reflects her commitment to assisting clients in achieving their financial and personal goals through informed decision-making.