Atlanta, Georgia

3290 Northside Parkway, 7th Floor
Atlanta, GA 30327

PHONE NUMBER: 404.881.3400
TOLL-FREE: 866.517.3400
FAX NUMBER: 404.816.7143

Julia M. Beisel
Managing Director

Julia Beisel is director of client service administration, with more than 25 years of experience in the management and administration of personal trust and investment management accounts.

In her role, Julia works with client service administrators throughout the firm to assess and improve daily account management processes and procedures, helping CIBC Private Wealth Management provide the highest quality client experience. She is also a member of the CIBC Private Wealth Management U.S. Operating Committee.

Prior to joining the firm in 2002, Julia was a relationship manager and trust officer at Reliance Trust Company, where she was responsible for managing $70 million in accounts. Previously, she was an administrative manager with Wachovia Bank Personal Trust and Capital Management Group.

Julia previously served on Invesco's Atlanta Corporate Giving Committee. Julia earned a Bachelor of Arts in elementary education from Birmingham-Southern College. In 2014, she was honored with a CIBC MVP Achievers Award.

 
Representing CIBC Private Wealth Group, LLC