Julia Hanlon
VP Senior Personal Trust Officer @Lake Ridge Bank
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WORK HISTORY
VP Senior Personal Trust Officer @Lake Ridge Bank
Management and Development• Responsible for the Fiduciary/Personal Trust Business Unit of the Wealth Management Department• Supervise and lead a team of experienced Personal Trust Officers through mentorship and development practices• Responsible for defining and delivering a standard of service to the Personal Trust client base• Participate in department business planning as part of the core management team• Serve as a member of the Trust Investment Committee and Trust Administration Committee Departmental Administration• Ensure tax, compliance, and communication functions are appropriately handled• Maintain current understanding of regulations and laws as they relate to Fiduciary and Investment issues• Represent the bank by serving on the Wisconsin Bankers Association trust section board• Complete all annual bank security and compliance training• Adhere to Bank Security guidelines for Wealth Management division
EDUCATION
University of Wisconsin Law School
Doctor of Law - JD
University of Michigan
Bachelor of Arts (B.A.), Spanish and English
ABOUT JULIA HANLON
I have always loved interacting with, listening to, learning about, and helping others. My personal motivation to pursue a legal degree was to obtain the education, experience, and qualifications necessary to have a lasting positive impact in the lives of others.As the supervisor of Lake Ridge Bank’s Wealth Management Fiduciary Unit, I have the ability and opportunity to learn about our clients and ensure their plans are administered accurately in the present and future based on their own unique circumstances and desires. I understand that every client has different financial, personal, and familial backgrounds, goals, and concerns. The most rewarding aspect of my career is creating relationships with families and individuals and providing them with the peace of mind that they and their loved ones will be taken care of and provided for.
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