Julie Yocum
About Julie Yocum
Julie Yocum is a Senior Pension Sales Consultant at Western & Southern Financial Group in Cincinnati, Ohio, where she has worked since 2016. Previously, she spent 17 years at Fidelity Investments in various roles, including Project Manager.
Work at Western & Southern Financial Group
Julie Yocum has been serving as a Senior Pension Sales Consultant at Western & Southern Financial Group since 2016. In this role, she is responsible for providing pension sales solutions and consulting services. Her tenure at the company spans over eight years, during which she has contributed to the firm's pension offerings in Cincinnati, Ohio.
Previous Experience at Fidelity Investments
Prior to her current position, Julie Yocum worked at Fidelity Investments for 17 years, from 1999 to 2016. During her time there, she held various roles, including Project Manager and Plan Administrator for the Defined Contribution Plan. Her experience at Fidelity Investments provided her with a strong foundation in pension management and project oversight.
Education and Expertise
Julie Yocum earned her bachelor's degree from Thomas More University, where she studied from 2002 to 2006. This educational background has equipped her with the knowledge and skills necessary for her roles in pension sales and management, contributing to her expertise in the financial services industry.
Background
Julie Yocum is based in Cincinnati, Ohio. Her career in the financial services sector began in Boston, Massachusetts, where she worked at Fidelity Investments. Her professional journey reflects a commitment to the pension and financial services fields, with a focus on sales and project management.