Julie Gamlin Castle
Director/Board Member at SIERRA BANCORP
Net worth: 233 169 $ as of 2024-03-30
Profile
Julie Gamlin Castle is currently the Chief Executive Officer at Welman Holdings, Inc. She also holds positions as an Independent Director at Sierra Bancorp and as a Director at Bank of the Sierra.
Previously, Ms. Castle served as the Chief Executive Officer at Zions Capital Advisors, Inc. from 2014 to 2016.
She was also the Chairman at Zions Trust, NA.
Additionally, she held the position of Director at Pacific Coast Banking School.
Ms. Castle has also worked as a Director at The First Western Bank Sturgis (South Dakota) and First Western Bank (Wall, South Dakota) from 2008 to 2009.
She was a Director at First Interstate Bank of Texas NA and held the role of President, Chief Banking Officer & Director at Rabobank NA from 2017 to 2019.
Furthermore, Ms. Castle has experience as an Executive Vice President at Wells Fargo & Co. and as an Executive Vice President-Wealth Management at Zions Bancorporation.
She served as an Executive Vice President at First Interstate BancSystem, Inc. from 2007 to 2011 and as a Senior Vice President & Regional Executive Officer at Bank of America, NA (Charlotte, North Carolina) in 2007.
Ms. Castle's education includes an undergraduate degree from the University of Washington, an undergraduate degree from the University of California, Davis, and a graduate degree from Pacific Coast Banking School.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
SIERRA BANCORP
0.08% | 2023-11-15 | 11,543 ( 0.08% ) | 233 169 $ | 2024-03-30 |
Julie Gamlin Castle active positions
| Companies | Position | Start |
|---|---|---|
| SIERRA BANCORP | Director/Board Member | 2020-12-16 |
Bank of the Sierra
 Bank of the Sierra Regional BanksFinance Bank of the Sierra engages in providing banking services. It also offers a wide range of deposit products for individuals and businesses including checking accounts, savings accounts, money market demand accounts, time deposits, retirement accounts, and sweep accounts. The company was founded on September 14, 1977 and is headquartered in Porterville, CA. | Director/Board Member | 2020-12-16 |
Welman Holdings, Inc.
 Welman Holdings, Inc. Financial ConglomeratesFinance Part of Zions Bancorporation, NA, Welman Holdings, Inc. is a vehicle for corporate investments. The private company is based in Salt Lake City, UT. The CEO of the company is Julie Gamlin Castle. | Chief Executive Officer | - |
Former positions of Julie Gamlin Castle
| Companies | Position | End |
|---|---|---|
Rabobank NA
 Rabobank NA Major BanksFinance Rabobank NA offers a complete range of financial products and services for individuals, businesses, and agricultural clients. It also offers personal banking services, which include checking and savings accounts, certificates of deposit (CDs), and retirement accounts; home loans and personal loans; credit cards; and wealth management solutions. The company was founded in 1972 and is headquartered in Roseville, CA. | President | 2019-08-31 |
Zions Capital Advisors, Inc.
 Zions Capital Advisors, Inc. Investment ManagersFinance Zions Capital Advisors, Inc. (ZCA) is a registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2004 and is a subsidiary of Zions Bancorporation, NA (NASDAQ: ZION). ZCA offers individually customized money market and short-term fixed income asset management services for state, municipal or governmental entities including obligated persons with municipal bond proceeds in several states. | Chief Executive Officer | 2015-12-31 |
| FIRST INTERSTATE BANCSYSTEM, INC. | Corporate Officer/Principal | 2011-05-26 |
| First Western Bank (Wall, South Dakota) | Director/Board Member | 2008-12-31 |
| The First Western Bank Sturgis (South Dakota) | Director/Board Member | 2008-12-31 |
Training of Julie Gamlin Castle
| University of California, Davis | Undergraduate Degree |
| Pacific Coast Banking School | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 3 |
|---|---|
| WELLS FARGO & COMPANY | Finance |
| FIRST INTERSTATE BANCSYSTEM, INC. | Finance |
| SIERRA BANCORP | Finance |
| Private companies | 12 |
|---|---|
Zions Bancorporation
 Zions Bancorporation Major BanksFinance Zions Bancorporation engages in the provision of banking and related services and offers commercial, retail banking and mortgage lending products & services. Its products involves personal banking services to individuals, including home mortgages, bankcard, other installment loans, home equity lines of credit, checking accounts, savings accounts, certificates of deposit of various types and maturities, trust services, safe deposit facilities, direct deposit, and Internet & mobile banking. The company was founded in April 1955 and is headquartered in Salt Lake City, UT. | Finance |
Zions Trust, NA
 Zions Trust, NA Major BanksFinance Zions Trust, NA is a nationally chartered commercial bank. The company is based in Salt Lake City, UT. | Finance |
Welman Holdings, Inc.
Welman Holdings, Inc. Financial ConglomeratesFinance Part of Zions Bancorporation, NA, Welman Holdings, Inc. is a vehicle for corporate investments. The private company is based in Salt Lake City, UT. The CEO of the company is Julie Gamlin Castle. | Finance |
Bank of the Sierra
Bank of the Sierra Regional BanksFinance Bank of the Sierra engages in providing banking services. It also offers a wide range of deposit products for individuals and businesses including checking accounts, savings accounts, money market demand accounts, time deposits, retirement accounts, and sweep accounts. The company was founded on September 14, 1977 and is headquartered in Porterville, CA. | Finance |
Rabobank NA
Rabobank NA Major BanksFinance Rabobank NA offers a complete range of financial products and services for individuals, businesses, and agricultural clients. It also offers personal banking services, which include checking and savings accounts, certificates of deposit (CDs), and retirement accounts; home loans and personal loans; credit cards; and wealth management solutions. The company was founded in 1972 and is headquartered in Roseville, CA. | Finance |
Zions Capital Advisors, Inc.
Zions Capital Advisors, Inc. Investment ManagersFinance Zions Capital Advisors, Inc. (ZCA) is a registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2004 and is a subsidiary of Zions Bancorporation, NA (NASDAQ: ZION). ZCA offers individually customized money market and short-term fixed income asset management services for state, municipal or governmental entities including obligated persons with municipal bond proceeds in several states. | Finance |
Bank of America, NA (Charlotte, North Carolina)
 Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC. | Finance |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a private company that provides investment and financial services. The company is based in Providence, RI. | Finance |
Cannon Financial Institute, Inc.
 Cannon Financial Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Cannon Financial Institute, Inc. was founded in 1961 and is based in Athens, GA. The private company offers a range of training programs in various areas such as personal trust, corporate trust, sales, relationship and practice management, retirement planning, operations, risk management, audit and compliance, and investment experience. With its tailored consulting and blended learning solutions, Cannon has helped over 100,000 professionals in 25+ designations to stay up-to-date with the industry's evolving landscape. | Commercial Services |
| The First Western Bank Sturgis (South Dakota) | Finance |
| First Western Bank (Wall, South Dakota) | Finance |
| First Interstate Bank of Texas NA | Finance |
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