Julie serves as Director of Operations and Compliance for RKL Wealth Management. She directs the firm’s operations, focusing on technology enhancements and operational efficiencies to improve workflow and productivity. Julie is responsible for the firm’s compliance program as well as the management of third-party vendor relationships.
Professional and Business History
Julie brings over 25 years of experience in the banking industry to her role at RKL Wealth Management. She previously held leadership roles in Treasury Management, including sales, operations, compliance and product management.
- M.B.A., Eastern University
- B.A., Organizational Management, Eastern University
- Certified Treasury Professional (CTP)
Professional Activities and Memberships
- Association for Financial Professionals, member
- Leadership Lancaster, 2006 Graduate
- Big Brothers Big Sisters of Lancaster, past board member
Julie lives in Landisville with her husband. She enjoys golfing, traveling, reading and spending time with family and friends.