Julie A. Beswick, J.D., CTFA

Executive Vice President & CAO
Julie Beswick joined Advantage Trust Company in 2005.  Julie currently holds the title of Executive Vice President & Chief Administrative Officer.  Julie received her Bachelor of Science in Accounting from University of Illinois at Chicago in 1997, and her Juris Doctor from the University of Kansas in 2000.  Julie has completed the basic and advanced Trust Schools offered by the Kansas and Nebraska Schools of Banking.  Julie and her husband, Marc, have three very active daughters.  When Julie is not attending her daughters’ activities she enjoys spending time outdoors.

WORK EXPERIENCE

2005 – PresentADVANTAGE TRUST COMPANY, Salina, Kansas
  • Currently holds title of Executive Vice President & CAO
  • Responsibilities include management of the trust company office located in Abilene, Kansas and account administration, and business development in both the Salina and Abilene offices.
    • 2002 – 2005FIRST NATIONAL BANK, Abilene, Kansas
  • Held title of Vice President and Trust Officer
  • In addition to being head of the trust department, other duties included account administration, new business development, and trust operations.
    • 2000 – 2002BARBER EMERSON, SPRINGER, ZINN & MURRAY, L.C., Lawrence, Kansas
  • Held title of Associate Attorney
  • Duties included estate planning for high net worth clients, estate administration, probate, and fiduciary tax return preparation

    • EDUCATION

    2003 – 2005KANSAS & NEBRASKA BANKERS SCHOOLS OF BANKING
  • Advanced Trust School, Overland Park, Kansas
  • School of Trust and Financial Services, Topeka, Kansas
    • 1997 – 2000UNIVERSITY OF KANSAS SCHOOL OF LAW, Lawrence, Kansas, J.D.
  • Phi Alpha Delta Law Fraternity member
  • Licensed in both Kansas and Missouri
    • 1995 – 1997UNIVERSITY OF ILLINOIS AT CHICAGO, Chicago, Illinois, B.S., Accounting
  • Elected Phi Kappa Phi National Honor Society
  • Elected Beta Gamma Sigma National Honor Business Fraternity
  • Elected Golden Key National Honor Society
    • 1992 – 1995UNIVERSITY OF KANSAS, Lawrence, Kansas
  • Delta Sigma Pi Business Fraternity member
    • 1989 – 1992CLIFTON-CLYDE HIGH SCHOOL, Clyde, Kansas

    COMMUNITY INVOLVEMENT

    2017-PresentKANSAS AND NEBRASKA BANKERS SCHOOLS OF BANKING
  • Trust Advisory Committee Member
    • 2015-PresentMEMORIAL HEALTH SYSTEM
  • Board Member
  • Finance Committee Member (2016-present)
    • 2015-PresentMEMORIAL HEALTH SYSTEM FOUNDATION
  • Board Member
  • Board Chairperson (2015-present)
    • 2008-PresentDICKINSON COUNTY FOOD 4 KIDS PROGRAM
  • Coordinator
    • 2006-PresentABILENE ROTARY CIVIC CLUB
  • Club Member
    • 2003-PresentDICKINSON COUNTY BAR ASSOCIATION
  • Association Member
  • Treasurer (2008-present)
    • 2000-PresentKANSAS BAR ASSOCIATION
  • Association Member
    • 2009-PresentCOMMUNITY FOUNDATION OF DICKINSON COUNTY
  • Investment Committee Advisory Member (2020-Present)
  • Past Board Member
  • Investment Committee Chairperson (2015-2019)
  • Investment Committee Member (2013-2019)
  • Asset Development Committee Member (2010, 2011, 2012)
  • Administrative Committee Member (2010)
    • 2006-2014ABILENE PUBLIC LIBRARY BOARD OF TRUSTEES
  • Board Member
  • Board Vice Chairperson 2013
  • Board Chairperson (2007-2012)
    • 2008LEADERSHIP DICKINSON COUNTY
  • Graduate