Julia C. Carreon
Login to view DISC.Julia C. Carreon is a seasoned product and operations executive specializing in technology and integration transformation within the wealth and asset management sector. She has held senior roles at Citi and Wells Fargo, and currently serves as a Strategic Advisor for multiple firms. She studied Journalism at San Francisco State University.
Julia is a vocal advocate for women in finance and speaks out against ageism in the workplace. She is passionate about understanding generational shifts, particularly Gen Zs impact on business and technology. In her personal time, she loves to travel and has a unique tradition of getting her hair styled everywhere she goes.
She led the largest conversion of managed investment accounts in U. S. banking history during the Wells Fargo/Wachovia merger without losing a single record.
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