Julie Englert, CTP
Director of Operations and Compliance
About Julie
Julie serves as Director of Operations and Compliance for RKL Private Wealth. She directs the firm’s operations, focusing on technology enhancements and operational efficiencies to improve workflow and productivity. Julie is responsible for the firm’s compliance program as well as the management of third-party vendor relationships.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
Education
- MBA, Eastern University
- B.A., Organizational Management, Eastern University
Professional & Business History
Julie brings over 25 years of experience in the banking industry to her role at RKL Private Wealth. She previously held leadership roles in Treasury Management, including sales, operations, compliance and product management.
Professional Activities & Memberships
- Certified Treasury Professional (CTP)
- Association for Financial Professionals, Member
- Leadership Lancaster, 2006 Graduate
- Big Brothers Big Sisters of Lancaster, Past Board Member
Personal
Julie lives in Landisville, PA with her husband. She enjoys golfing, traveling, reading and spending time with family and friends.