Julia Trivisonno

About Julia Trivisonno

Julia leads a team of financial professionals serving clients across Northern and Central New York and the Southern Tier. As Market Leader, she is responsible for setting the vision for the team, ensuring that clients receive comprehensive wealth management advice and a consistent, exceptional client experience rooted in trust, expertise, and meaningful human connection.Under her leadership, the team focuses on delivering strategic guidance and deeply personalized service. Julia works closely with her advisors to ensure clients benefit from an integrated approach that includes wealth management, financial planning, tailored credit solutions, and sophisticated banking strategies designed to help individuals and families achieve their long term goals.Julia is equally passionate about building strong communities. She has been actively involved in leadership roles with organizations such as the Salvation Army Advisory Board and the American Heart Association Executive Leadership Team, among others. She believes deeply in the power of community and the responsibility to reinvest in the region that has given her so much.Julia was recognized as a Syracuse 40 Under Forty honoree in 2011. She is a Certified Financial Behavioral Specialist, Heritage Specialist, and a proud graduate of Leadership Greater Syracuse, Class of 2014.

Experience

1. SVP Market Leader

   Key Wealth

   Jan 2022 — Present

Education

• Creighton University's Heider College of Business

  MBA Candidate, Financial Psychology and Behavioral Finance

  2019

• Syrscuse University

  MBA

• Jefferson-Lewis BOCES New Vision Health Careers program

  Samaritian Hospital

  2001 — 2001

• University of Phoenix

  B.A., Business Management

• Le Moyne College

  Bachelor of Business Administration - BBA

Skills

• Business
• Cash Management
• Financial Analysis
• Small Business
• New Business Development
• Portfolio Management
• Real Estate
• Leadership
• Commercial Real Estate
• Entrepreneurship
• Business Development
• Interviews
• Management
• Selling
• Start-Ups
• Finance
• Banking
• Payroll
• Credit
• Analysis
• Commercial Lending
• Strategic Planning
• Loans
• Investments
• Financial Accounting
• Sales
• Insurance
• Sales Operations
• Tax
• Strategic Financial Planning
• Budgets
• Training
• Networking
• Commercial Banking
• Treasury Management
• Access
• Accounting
• Underwriting
• Credit Analysis
• Marketing