Julie Dunn Story
About Julie Dunn Story
Julie Dunn serves as the Executive Vice President at Pinnacle Financial Strategies, where she has worked since 2009. She has extensive experience in banking and training, having facilitated sessions for over 700 managers and developed various banking programs and products.
Work at Pinnacle Financial Strategies
Julie Dunn Story has served as the Executive Vice President at Pinnacle Financial Strategies since 2009. In this role, she has been instrumental in various initiatives, including the development of a learning portal using Moodle 2.8. She has facilitated training sessions across 13 states, impacting over 700 Regional and Branch Managers. Prior to her current position, she worked as an Account Executive at Pinnacle Financial Strategies for five months in 2009.
Education and Expertise
Julie Dunn Story has a solid educational background in business and management. She studied at the Graduate School of Retail Bank Management from 1996 to 1998. She earned a Master of Business Administration from Rollins College, where she studied from 2011 to 2013. Additionally, she has completed studies at the Florida Insurance School and Palm Beach Junior College, enhancing her expertise in the financial services sector.
Background
Before joining Pinnacle Financial Strategies, Julie Dunn Story held several significant positions in the banking industry. She was the Senior Vice President and Branch Administrator at Riverside National Bank from 2004 to 2006. She then served as President of Business Banking Sales at BankAtlantic from 2006 to 2009. Earlier in her career, she was the President of Brevard County at SunTrust Bank from 2002 to 2004.
Achievements
Throughout her career, Julie Dunn Story has developed several key programs and initiatives. She created the SMART Business Banking program specifically for community banks. She chaired the Regulation E Opt-In Committee, where she developed an online solution and presented webinars for stakeholders. Additionally, she led a two-year consulting program for Pinnacle's largest bank client, focusing on sales management and business development. She also developed the 'What Counts Checking' rewards-based product line, overseeing its implementation and training.