Associated Bank
Julie Heidemann, CTFA, boasts extensive experience in fiduciary and investment management, currently serving as an Account Review Administrator at Associated Bank since October 2011. Responsibilities include conducting annual account reviews for fiduciary accounts and IRAs, ensuring regulatory compliance. Previously held positions include Fiduciary Officer and Retirement Plan Specialist at Associated Bank, Senior Administrative Assistant at Baker Tilly Virchow Krause, LLP, and Trust Advisor at JPMorgan Chase & Co., among others. Julie's educational credentials include a Bachelor of Business Administration in Finance from the University of Wisconsin–Oshkosh and a Certified Trust and Financial Advisor designation from the Canon Financial Institute.
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Associated Bank
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Associated Banc-Corp (NYSE: ASB) has total assets of $35 billion and is Wisconsin’s largest bank holding company. Headquartered in Green Bay, Wisconsin, Associated is a leading Midwest banking franchise, offering a full range of financial products and services from more than 200 banking locations serving more than 100 communities throughout Wisconsin, Illinois and Minnesota, and commercial financial services in Indiana, Michigan, Missouri, Ohio and Texas.