Julie Surman
AVP Institutional Trust Officer, Planned Giving @PNC
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WORK HISTORY
AVP Institutional Trust Officer, Planned Giving @PNC
Pittsburgh, PA, US
EDUCATION
Cannon Institute
Trust School 1
University of Pittsburgh
Bachelor of Science (BS), Business Administration
SKILLS
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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