Julie Courkamp

Inspirer
DISC Type : id

President and Chief Operating Officer at First Western Trust

Denver, Colorado, United States

Overview

Julie Courkamp is the President and COO of First Western Trust Bank, overseeing operations, finance, risk, and M&A. With a background that includes CFO and Controller roles at the firm since 2006 and senior audit positions at PwC, she is a seasoned financial services executive. Julie earned a BS in Accounting from the University of Colorado Boulder.

Outside of her primary roles, Julie is an active proponent for advancing female leaders in business. She has been involved with the Women’s Leadership Foundation and participated in programs aimed at preparing women for corporate board positions, where she has also presented on topics like financial acumen.

Unique fact: Julie achieved a life goal by ringing the opening bell at NASDAQ, an opportunity she received through her company.

Personality Overview

Fast Adopter

Decisive

Charming & Persuasive

They respond well to objective pitches but also attach some value to relationships.  They measure a product on its merit but can be influenced by strong testimonials. They don’t mind taking a stand if they believe in something.

Topics They Care About

Financial Operations
As COO and former CFO, she is responsible for all financial and operational activities, including treasury, M&A, and corporate governance for a publicly traded company.
Women's Leadership
She actively supports the Women's Leadership Foundation and has participated in and presented at Corporate Boardbound workshops to help advance women in business.
Team Building
Her professional summary highlights "Leadership & Team Building" as a key specialty, and she frequently posts online about hiring for her growing teams.

Media Appearances

Julie has no verified media appearances

Work History

9-2023
President and Chief Operating Officer at First Western Trust
1-2021
Member Board Of Directors at First Western Trust
12-2012 - 9-2023
Chief Operating Officer, Chief Financial Officer at First Western Trust
12-2020
Member Board Of Directors at First Western Capital Management
8-2000 - 9-2006
Senior Associate Assurance Services at PricewaterhouseCoopers

Education

1997 - 1999
BS from University of Colorado Boulder

More Information

Social Presence :

Prographics :

Exp : 19 Location : Denver, Colorado, United States Job Level : Leadership Designation : President and Chief Operating Officer at First Western Trust
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Insights For Selling To Julie

During A Call Or A Meeting

DO's

  • Clearly address the competitive aspects
  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Focus on the big picture and the strategic value of your product

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don't be unorganized, be prepared for the pitch
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julie is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Julie

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Julie move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Julie take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Julie

Personality Compatibility


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