Vice President & Compliance Manager, Retirement Plan Solutions
Julie Uriarte joined the Trust Company Oklahoma as an assistant vice president in 2013. As vice president, she leads the compliance department in our retirement plan solutions division.
Her expertise and responsibilities include plan design and consulting, testing for compliance with the Employee Retirement Income Security Act (ERISA), and tax reporting for employee benefit plans.
Julie’s career journey began at Community Care, where she served as a human resources business partner. Prior to her employment with us, she worked as a human resources consultant for ONEOK.
Bachelor’s Degree, Political Science and Spanish with a Minor in French, University of Kansas
Master Public Administration, University of Oklahoma
Certified Professional in Human Resources (PHR)
Society for Human Resource Management Certified Professional (SHRM-CP)
Qualified 401(K) Administrator® (QKA)
Certified Public Accountant (CPA).
Julie is a board member of the School of Saint Mary, where she previously served as Home & School president.
In the past, she was a board intern at Happy Hands and was enrolled in Leadership Tulsa Class 70.
Born in Lima, Peru, Julie is bilingual in English and Spanish. She was raised in Tulsa and graduated from the School of Saint Mary, which her children attend.
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