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Beth Nauman

Vice President And Trust Compliance Officer at Univest

Beth Nauman has over 20 years of experience in the financial industry. Beth currently holds the position of Vice President and Trust Compliance Officer at Univest, a role they have held since February 2020. In this position, they are responsible for developing and implementing the Compliance Management Program for the Trust Department. Beth'sduties include maintaining policies and procedures, conducting compliance risk assessments, reporting on compliance matters to the Trust Committee and executive management, and supervising and training Compliance staff.

Prior to their current role, Beth worked at SEI for 12 years. From February 2006 to March 2018, they served as Vice President and Compliance Officer at SEI Private Trust Company. Beth was responsible for ensuring compliance with regulatory requirements and implementing effective compliance programs. From February 2006 to April 2010, they also held the position of Vice President and Compliance Officer at SEI Trust Company.

Before joining SEI, Beth worked at Vanguard in temporary positions through Placers. From October 1998 to March 1999, they worked as a Fund Financial Associate and Operations Associate. Beth'sresponsibilities included reconciling assigned Domestic Equity Funds, ensuring accurate calculations of net asset valuations, and preparing financial and reconciliation reports.

Beth's early career includes a role at Reliance Insurance Company, where they worked as a Senior Claim Account Specialist from May 1997 to July 1998. Beth'sresponsibilities included handling casualty claims and construction defect claims.

Overall, Beth Nauman has extensive experience in compliance management, trust operations, and claims handling within the financial industry.

Beth Nauman received a Bachelor of Science degree in Management from Penn State University. No specific information is provided regarding the duration of their education or any other educational institutions they may have attended.

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