Julie Castle
Net worth: 379 306 $ as of 2026-05-30
Net worth: 379 306 $ as of 2026-05-30
Julie Gamlin Castle is currently Chief Executive Officer at Welman Holdings, Inc., Independent Director at Sierra Bancorp since 2020, and Director at Bank of the Sierra since 2020.
Former positions include Chief Executive Officer at Zions Capital Advisors, Inc. from 2014 to 2016, Chairman at Zions Trust, NA, Director at Pacific Coast Banking School, Director at The First Western Bank Sturgis (South Dakota) and First Western Bank (Wall, South Dakota) in 2009, Director at First Interstate Bank of Texas NA, President, Chief Banking Officer & Director at Rabobank NA from 2017 to 2019, Executive Vice President at Wells Fargo & Co., Executive Vice President-Wealth Management at Zions Bancorporation, Executive Vice President at First Interstate BancSystem, Inc. in 2011, Senior Vice President & Regional Executive Officer at Bank of America NA (Charlotte, North Carolina) in 2007, Executive Vice President at E.F.
Hutton & Co., Inc., and Executive Vice President at Cannon Financial Institute, Inc. Education includes undergraduate studies at the University of California, Davis, and graduate studies at Pacific Coast Banking School.
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
SIERRA BANCORP 0.08% | 2026-03-22 | 9,987 ( 0.08% ) | 379 306 $ | 2026-05-30 |
| Companies | Position | Start |
|---|---|---|
| SIERRA BANCORP | Director/Board Member | 2020-12-16 |
Bank of the Sierra
Bank of the Sierra Regional BanksFinance Provides state banking services | Director/Board Member | 2020-12-16 |
Welman Holdings, Inc.
Welman Holdings, Inc. Financial ConglomeratesFinance Vehicle for corporate investments | Chief Executive Officer | - |
| Companies | Position | End |
|---|---|---|
Rabobank NA
Rabobank NA Major BanksFinance Operates as a nationally chartered commercial bank | President | 2019-08-31 |
Zions Capital Advisors, Inc.
Zions Capital Advisors, Inc. Investment ManagersFinance ZCA utilizes several strategies in managing client accounts, provided that such strategies are appropriate to the needs of the client and consistent with the client’s investment objectives, risk tolerance, and time horizons, among other considerations. As they manage fixed income portfolios, the firm generally uses a “buy and hold – laddered strategy”. ZCA generally avoids using an active trading strategy that creates the potential for sudden losses if the anticipated price swing does not materialize. | Chief Executive Officer | 2015-12-31 |
| FIRST INTERSTATE BANCSYSTEM, INC. | Corporate Officer/Principal | 2011-05-26 |
First Western Bank (Wall, South Dakota)
First Western Bank (Wall, South Dakota) Regional BanksFinance State chartered commercial bank | Director/Board Member | 2008-12-31 |
The First Western Bank Sturgis (South Dakota)
The First Western Bank Sturgis (South Dakota) Regional BanksFinance State chartered commercial bank | Director/Board Member | 2008-12-31 |
Active
Inactive
Listed companies
Private companies
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
| Private companies | 17 |
|---|---|
Wells Fargo & Co.
Wells Fargo & Co. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer, commercial, corporate, investment banking and wealth management services | Finance |
Zions Bancorporation
Zions Bancorporation Major BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
First Interstate BancSystem, Inc.
First Interstate BancSystem, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides commercial banking services | Finance |
Sierra Bancorp
Sierra Bancorp Regional BanksFinance Operates as a bank holding company whose subsidiary provides state-chartered banking services | Finance |
Zions Trust, NA
Zions Trust, NA Major BanksFinance Nationally chartered commercial bank | Finance |
Welman Holdings, Inc.
Welman Holdings, Inc. Financial ConglomeratesFinance Vehicle for corporate investments | Finance |
Bank of the Sierra
Bank of the Sierra Regional BanksFinance Provides state banking services | Finance |
University of California, Davis
University of California, Davis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rabobank NA
Rabobank NA Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Zions Capital Advisors, Inc.
Zions Capital Advisors, Inc. Investment ManagersFinance ZCA utilizes several strategies in managing client accounts, provided that such strategies are appropriate to the needs of the client and consistent with the client’s investment objectives, risk tolerance, and time horizons, among other considerations. As they manage fixed income portfolios, the firm generally uses a “buy and hold – laddered strategy”. ZCA generally avoids using an active trading strategy that creates the potential for sudden losses if the anticipated price swing does not materialize. | Finance |
Bank of America, NA (Charlotte, North Carolina)
Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Pacific Coast Banking School
Pacific Coast Banking School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Finance |
Cannon Financial Institute, Inc.
Cannon Financial Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a global consulting and professional development company for the financial services industry | Commercial Services |
The First Western Bank Sturgis (South Dakota)
The First Western Bank Sturgis (South Dakota) Regional BanksFinance State chartered commercial bank | Finance |
First Western Bank (Wall, South Dakota)
First Western Bank (Wall, South Dakota) Regional BanksFinance State chartered commercial bank | Finance |
First Interstate Bank of Texas NA
First Interstate Bank of Texas NA Major BanksFinance Nationally chartered commercial bank | Finance |
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