Julia Di Leo
About Julia Di Leo
Julia Di Leo serves as the Senior Manager and Product Manager for Managed Advice at Transamerica, a position she has held since 2015. She has a background in client integration and holds a Bachelor of Business Administration from Pace University.
Work at Transamerica
Julia Di Leo currently holds the position of Senior Manager, Product Manager - Managed Advice at Transamerica. She has been in this role since 2015, contributing to the development and management of financial products. Prior to her current position, she served as the Client Integration Team Manager from 2013 to 2015, where she oversaw team operations and client integration processes. Additionally, she briefly worked as the Assistant Director of the Client Integration Team Quality Control for four months in 2015.
Education and Expertise
Julia Di Leo earned her Bachelor of Business Administration (B.B.A.) degree in Business Management and Human Resources from Pace University - Lubin School of Business. She studied there from 1998 to 2002, acquiring foundational knowledge in business practices and human resource management. This educational background supports her expertise in product management and client integration within the financial services sector.
Background
Julia Di Leo has a professional background that spans several years in the financial services industry, specifically at Transamerica. Her career at the company began in 2013, and she has held various roles that focus on client integration and product management. Her experience includes managing teams and ensuring quality control within client services.
Career Progression
Julia Di Leo's career at Transamerica reflects a steady progression in responsibility and expertise. Starting as the Client Integration Team Manager, she developed skills in team leadership and client relations. Her subsequent role as Assistant Director of Quality Control allowed her to enhance her focus on operational efficiency. Currently, as Senior Manager, she leads product management initiatives, demonstrating her growth within the organization.