Chief Financial Officer
Julie joined First Western in September 2006 as the controller. She served as controller until August 2010 and was promoted to director of finance and accounting and then senior financial officer. In September 2013, she was promoted to treasurer and chief financial officer. In this capacity, Julie oversees all accounting and finance functions, including but not limited to, financial performance and reporting, liquidity management and planning, investment portfolio performance and positioning, capital and interest rate risk management, strategic planning, budgeting and forecasting, income taxes, and coordination with external auditors and banking regulators.
Julie works directly with our board of directors and banking regulators relative to the current financial position and forecasted performance. She also oversees the activities related to corporate development and M&A, including due diligence analysis.
Prior to joining First Western, Julie worked in the financial services practice of the PricewaterhouseCoopers LLP Denver office. Some of her work included developing audit plans, researching issues related to SEC reporting, and coordinating and supervising audits and interim quarterly reviews of public and private companies.
Getting to Know Julie
What do you like most about your job?
Ability to have a positive and significant impact to the success of the organization.
What do you believe is your best quality?
What is your most treasured possession?
I don’t care about possessions, I treasure my family the most.
• Bachelor of Science in Accounting from University of Colorado, Boulder