LANCASTER, PA (August 25, 2021) – RKL Wealth Management LLC recently welcomed Julie Englert, CTP, as Director of Operations and Compliance. Englert directs the firm’s operations, with a focus on efficiencies and technology enhancements to improve workflow and productivity. She also oversees RKL Wealth Management’s compliance program and manages its third-party vendor relationships.
Englert brings more than 25 years of banking industry experience to her role at RKL Wealth Management. Her experience includes leadership roles in Treasury Management, including sales, operations, compliance and product management. Englert is a Certified Treasury Professional and a member of the Association for Financial Professionals. She holds a B.A. in Organizational Management and an M.B.A. from Eastern University.
A 2006 graduate of Leadership Lancaster, Englert has served on the board of Big Brothers Big Sisters of Lancaster. She resides in Landisville, PA, with her husband.