Julie Surman's Location
Pittsburgh, PA, US
Julie Surman's Work
- Business Owner @ KGR
- AVP and Institutional Trust Officer, Planned Giving @ PNC
- Client Consultant @ Federated Hermes Limited
- Administrative Representative @ PNC
Julie Surman's Education
- University of Pittsburgh
Bachelor of Science (BS) (Business Administration)
1991 - 1998 - Cannon Institute
(Trust School 1)
1998 - 1998
Julie Surman's Skills
- Customer Service
- Process Improvement
- Customer Satisfaction
- Management
- Leadership
- Accounting
- Investments
- Portfolio Management
- Banking
- Asset Management
Julie Surman's Summary
Julie Surman, based in Pittsburgh, PA, US, is currently a Business Owner at KGR, bringing experience from previous roles at PNC and Federated Hermes - International. Julie Surman holds a 1991 - 1998 Bachelor of Science (BS) in Business Administration @ University of Pittsburgh. With a robust skill set that includes Customer Service, Process Improvement, Customer Satisfaction, Management, Leadership and more, Julie Surman contributes valuable insights to the industry. Julie Surman has 2 emails on RocketReach.
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