Julie Heidemann

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.