Julie Surman

AVP Institutional Trust Officer, Planned Giving @PNC

Pittsburgh, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2003 — Present

AVP Institutional Trust Officer, Planned Giving @PNC

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Pittsburgh, PA, US

EDUCATION

1998 — 1998

Cannon Institute

Trust School 1

1991 — 1998

University of Pittsburgh

Bachelor of Science (BS), Business Administration

SKILLS

BankingProcess ImprovementCustomer ServiceInvestmentsLeadershipAccountingPortfolio ManagementManagementAsset ManagementCustomer Satisfaction

ABOUT JULIE SURMAN

In my experiences, I have learned the importance of developing new skills to remain marketable and contribute value in my professional career, and to being open-minded to learn about new opportunities. I’ve also learned the importance of income diversification needed to plan for the long term and provide for more choices in life than the reliance upon a single income stream.Being associated with KGR and their leadership development and mentorship is teaching me how to gain back time in my day to design my life around my priorities of family while also having the opportunity to pay it forward to others who are seeking to personally and professionally grow through education, mentorship, and business diversification. My leadership development team helps people locally and globally to create the time and resources to develop a long term asset while gaining a better balance in all areas of life.KGR

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Julie Surman — AVP Institutional Trust Officer, Planned Giving at PNC in Pittsburgh, PA, US | Unifers