BIRMINGHAM, Ala.--(BUSINESS WIRE)--Regions Bank has named Julz Burgess head of its Corporate Trust Group. Burgess will provide strategic direction for Regions Corporate Trust with an emphasis on business development, client service and retention. Burgess will also manage Regions Institutional Services’ Escrow business.
Burgess has more than 24 years of experience in the corporate trust area and joins Regions from Bank of New York (BNY) Mellon Trust Company where she most recently served as Managing Director of the U.S. Corporate Finance Client Service Management team. She will report to John Parker, head of the Institutional Services Group within Regions Wealth Management, replacing Kevin Kirby, who recently retired from Regions.
“Julz has a diverse and extensive background in the corporate trust arena and I’m pleased that she has joined my leadership team,” said Parker. “Regions Corporate Trust plays an integral role helping municipalities and corporations access capital. Under Julz’ leadership, we will work to serve more existing Regions banking clients and engage new clients.”
Regions Bank’s Corporate Trust Group is the nation’s fourth-largest trustee banki, with more than 80 years of history providing trust and agency services for both municipal and corporate clients. Regions’ experienced corporate trust professionals service $126 billion in outstanding debt on behalf of their clients and have gained more than 500 successor appointments.
“Regions Corporate Trust has a solid reputation and distinguished history of helping clients find the solutions they need,” said Burgess. “I look forward to working with our trust associates to expand the reach of the corporate trust group while taking a deliberate and strategic approach, continuing to provide the best solutions to meet client needs.”
Burgess served in roles of increasing leadership at BNY Mellon and predecessor companies. Her career at BNY Mellon started when she was a relationship manager, responsible for a portfolio of corporate and municipal accounts. Through the years, she progressed through management at BNY Mellon as a regional manager of the municipal business and later Chief Administrative Officer for the Corporate and Public Finance business. She was then named head of the BNY Mellon’s U.S. Corporate Finance team for Corporate Trust and then the Managing Director of U.S. sales and relationship management for Corporate and Insurance clients within the Corporate Trust division.
Burgess holds a Bachelor of Science degree in Finance from Virginia Polytechnic Institute and State University in Blacksburg, Va., and a Master of Business Administration from Rollins College in Winter Park, Fla. Active in the community, Burgess was co-chair of the Women’s Initiative Network (WIN) Atlanta Chapter and is a member of the Women’s Energy Network (WEN). She has served as a board member of Cool Girls Inc., a non-profit organization dedicated to the self-empowerment of girls. Her board responsibilities included being appointed Treasurer. She previously served on the board of the Women's Finance Exchange (WFE).
Regions Wealth Management provides banking, investment, trust and insurance services through four divisions: Regions Private Wealth Management, Regions Investment Services, Regions Insurance and Regions Institutional Services. Institutional Services is made up of Corporate Trust, Institutional Trust, Custody Services, Endowments & Foundations, Retirement Services and Funeral Trust Services.
About Regions Financial Corporation
Regions Financial Corporation (NYSE:RF), with $122 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, mortgage, and insurance products and services. Regions serves customers in 16 states across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates approximately 1,630 banking offices and 2,000 ATMs. Additional information about Regions and its full line of products and services can be found at www.regions.com.
i As of June 30, 2015. Source: Thomson Reuters (AT9 league table)