Julie Courkamp

About Julie Courkamp

Experienced Executive (President, Chief Operating Officer and Chief Financial Officer) with a successful history of working in the financial services industry. Skilled in Strategic, Management, Auditing, Financial Analysis, Accounting, Operations and Risk/ Compliance. Strong finance professional who has broad business management experience including, IPO, M&A and Divestitures, Private Capital and Debt Raise, Strategic and Financial Planning and Technical Accounting. I thrive as a resourceful problem solver and strategic thinker with an innate ability to streamline business operations that drive growth and increase efficiency and profitability. Specialties: Strong Financial Skills/Budgeting/Treasury • Leadership & Team Building • Operations & Change Management • Mergers & Acquisitions • Staff Development & Training • Continuous Process Improvement • Capital Markets • Risk Assessment & Management • Financial Planning & Analysis • Investor Relations • Organizational Restructuring • Cost Reductions & Control • Human Resources • Strategic Planning & ExecutionStrengths Finder Top 5: Strategic • Responsibility • Analytical • Achiever • Focus

Experience

1. President and Chief Operating Officer

   First Western Trust

   Sep 2023 — Present · Denver, CO, US

   I serve as the President and Chief Operating Officer at First Western Trust Bank (NASDAQ: MYFW) and am a member of its Board of Directors. In this capacity, I lead a dedicated team comprising more than 150 professionals, all deeply committed to assisting high-net-worth individuals, families, and institutions in effectively managing their wealth. I enjoy providing strategic guidance and being a pivotal leader in fulfilling First Western\'s mission to establish itself as the leading private bank catering to Western wealth management clients.As an executive leader over the last 17 years, I have had the privilege of leading the Company through its IPO, grown revenues from $10 million to $110 million, completed 13 acquisitions and raised +$100 million in capital.My contributions have been instrumental in building the organization from the foundation of the company through the years of strategic evolution and expansion. As a leader in the company, I orchestrate strategic organic growth initiatives and have successfully led through various economic cycles. With over 23 years of financial services experience, I have managed crucial leadership roles within the organization, including as Chief Financial Officer, Director of Finance and Accounting, and Controller. I enjoy and excel at driving integrated operational solutions and fostering unique organizational culture. My responsibilities span critical domains, including product management, finance, talent development, risk management, mortgage operations, and technology.

Education

• University of Colorado Boulder

  BS, Accounting

  1997 — 1999

Skills

• Banking
• Sec Filings
• Financial Accounting
• Strategic Financial Planning
• Financial Analysis
• Auditing
• Sarbanes-Oxley Act
• Mergers & Acquisitions
• Internal Controls
• Gaap
• Internal Audit
• Cash Flow
• Asset Management
• Us Gaap
• Budgets
• Finance
• Leadership
• Financial Modeling
• General Ledger
• Accounting
• Due Diligence
• Liquidity Management
• Financial Reporting