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Julia M. Beisel
Executive Director of Business Transformation
Julia Beisel is the executive director of business transformation for CIBC Private Wealth, with more than 25 years of experience in the management and administration of personal trust and investment management accounts. In her role, Julia leads the firm’s platform transformation and integration program. She is also a member of the CIBC Private Wealth Operating Committee.
Since joining the firm in 2002, Julia has served as a client service manager in Atlanta, working closely with relationship managers to provide the highest-quality client experience.
In 2010, she assumed a firmwide role working with client service administrators across the organization to assess and improve daily account management processes and procedures. Most recently, Julia managed the client administration team overseeing controls for account acceptance and other key activities.
Prior to joining the firm, Julia worked at several financial institutions, working directly with clients as a trust administrator or relationship manager.
Julia earned a Bachelor of Arts in elementary education from Birmingham-Southern College. In 2014, she was honored with a CIBC MVP Achievers Award.