Julie Simmons

Julie A. Simmons-204 Winston Lane West Chester, PA - Work Experience The East Hill Group/Illume Agency August 2017 – Present Director of Business Development Responsible for creation of marketing strategies and materials for the family of The East Hill Group companies Develop relationships within the industry that support business development Create brand awareness for both the East Hill Companies and external clients Identify external opportunities for Illume Agency Support all business initiatives firmwide Coordinate media/social media campaigns Linda O’Sullivan Team February 2017 – July 2017 Director of Business Development Responsible for all aspects of marketing and branding of the Linda O’Sullivan Team including logo creation, social media management, advertising opportunities, and e-footprint development Coordination of all paperwork for listing appointments including running comps for the cma in order to price the property Created marketing materials for buyers and sellers Long and Foster January 2016 – January 2017 Listing Coordinator Responsible for all aspects of preparing for the listing including creating the CMA, coordinating the photographer, getting paperwork executed, and entering data into Trend Contacting buyers agents before and after showings Responsible for execution of Agreements of Sale Summarized Reply to Inspections and coordinated execution of Replys Tracked all incoming deposits and mortgage commitments RE/MAX Town and Country April 2014 – May 2015 Licensed Administrator Organizing all marketing materials (flyers for all listed properties, monthly mailers, give always, publicity/fundraising events) Making first contact with leads that came in through trulia, zillow, realtor.com, etc. and setting them up for listing searches, showings, or listing appointments as needed Coordination of all paperwork for listing appointments including running comps for the cma in order to price the property Entering all the listing data into trend, including posting pictures and writing the description for the property, setting up the showing instructions in showing time, etc. Assembling the offer paperwork, obtaining signatures via docusign and forwarding the offer to the listing agent Tracking all transactions to ensure that the 5407 was received, township u&os are requested and completed, deposit checks are received, seller conveyancing is ordered, etc. Janney Montgomery Scott Philadelphia, PA May 2005 – May 2009 Assistant Vice President, Director Wealth Management Research Collect, analyze, evaluate and monitor JWM investment solutions with a focus on mutual funds, separately managed accounts and alternative investments by analyzing both quantitative and qualitative data Disseminate research reports throughout the Janney system Teach a cohort twice a year for Janney’s Accredited Wealth Management Advisor (AWMA) curriculum from the College for Financial Planning on the importance of managed account and mutual fund research Coordinate and lead the Investment Strategy Committee which approves recommended mutual funds for the Keystone Wrap Program Present research methodology to brokers firm wide Oversee the overall running of the Research Department including supervising three other Investment Analysts Commerce Asset Management Philadelphia, PA October 2003 – March 2005 Assistant Vice President, Portfolio Manager Individually manage over $80 million in discretionary assets (which generates a tenth of our overall revenue) and collectively manage over $400 million for both individual and institutional clients Responsible for developing asset allocation and alternative investment strategies for high net worth individuals Active interaction with investment analysts and trading desk to ensure maximum positive impact on portfolio returns and minimum trading costs Developed a Microsoft Excel based model that analyzed the affects of strategic allocation changes on individual portfolios Developed proprietary quantitative reports used in the equity selection across all sectors Manage client reviews and performance analyses and created a reporting model to interface with Advent Axys portfolio management software in order to further customize the quantity and quality of information available Work with the Investment Strategy Group to create Commerce Capital Markets’ Large Cap Equity Model Research and select mutual funds and exchange traded funds which are then presented to the Investment Strategy Group for approval for use in appropriate portfolios Developed sales literature and brochures PNC Advisors Philadelphia, PAFebruary 2001 – October 2003 Sales and Service Specialist Associate to two Senior Portfolio Managers collectively managing $1 billion in discretionary accounts for high net worth individuals Accountable for the research, administration and trading for all equity and bond positions for both custodied and non-custodied accounts Responsibilities included account reviews, assuring compliance with objectives on Investment Policies, preparation of research for recommendations, and coordination of communication and meetings with clients Albert Einstein Healthcare Network Philadelphia, PAAugust 2000 – February 2001 Human Resources Data Analyst Responsible for preparing statistical analysis for the Human Resource Department Education Drexel UniversityPhiladelphia, PA December 2003 Masters of Business Administration Bryant UniversitySmithfield, RIMay 2000 Bachelor of Science in Business Administration Concentration: Computer Information Systems/English Minor: Psychology