Finance Monthly CFO Awards 2019 Winners Edition

www.finance-monthly.com 64 Finance Monthly CFO Awards 2019 CFO at First Western Trust JULIE COURKAMP ABOUT JULIE COURKAMP Julie joined First Western in September 2006 as 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 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 since 2000, having most recently served as an Audit Senior. 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. FIRM PROFILE First Western provides our clients with integrated wealth management solutions on a private banking platform. This vision has led to the ConnectView® approach. It allows our associates to see how every financial decision impacts our clients’ lives, and then allows us to create plans that will most effectively meet their objectives. First Western’s mission is to be the best private bank for the Western Wealth Management Client. We believe that each of our clients shares our entrepreneurial spirit and values our sophisticated, high-touch wealth management services that are tailored to meet their specific needs. We provide a trusted advisor platform with an established approach to investment management through a branded network of boutique private trust bank offices located across Colorado, Arizona, Wyoming, and California. When assessing clients’ financial needs, we act as a financial partner focusing first on learning what matters most to them. We believe that a person’s wealth is about more than just the money in the bank. It is about protecting your family, growing your business, investing in your community, and recognizing the important moments in your life. Once we know what matters most to our client, we provide a fully integrated suite of wealth management services on our private trust and bank platform so you can fuel a life that is rich in relationships, experiences, and spirit. CREDENTIALS • Bachelor of Science in Accounting from University of Colorado, Boulder www.myfw.com Finance Monthly CFO Awards 2019 USA