Julia Schlack

Observer
DISC Type : ic

Strategy and Transformation Advisor at Fannie Mae

Washington, District of Columbia, United States

Overview

Julia Schlack is a Strategy and Transformation Advisor at Fannie Mae, specializing in leveraging AI for organizational growth. An MBA graduate from The George Washington University, her expertise spans AI-driven strategy and data analysis. She has a proven record of leading transformation initiatives across the finance and media sectors.

Early in her career, she co-developed an innovative research method that integrates ESG (Environmental, Social, and Governance) data with financial analysis to determine company valuations.

Personality Overview

Value Driven

Example Seeker

Assertive

They are generally strong communicators and are not easy to convince.  They often ask many questions and rely heavily on information and documentation. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

AI-driven Transformation
As a strategic advisor for Fannie Mae's AI Program, she focuses on transforming the organization through AI capabilities to maximize impact and ROI.
Machine Learning Applications
At Capital One, she spearheaded the use of machine learning models and advanced analytics to detect and mitigate activities that cause multi-million-dollar losses.
Media & Entertainment Strategy
Advised senior management at both PBS and Discovery Communications on strategic initiatives to grow viewership, generate revenue, and foster innovation in the media landscape.

Media Appearances

Julia has no verified media appearances

Work History

12-2024
Strategy and Transformation Advisor at Fannie Mae
2022 - 2024
Business Analysis and Strategy Senior Manager at Capital One
2019 - 2022
Director, Strategic Insights and Analysis at PBS
2012 - 2019
Transformation and Strategy Internal Consultant at Discovery Communications
2011 - 2012
Equities Analyst at Calvert Research and Management

Education

MBA from The George Washington University School of Business
BA from St. Catherine University

More Information

Social Presence :

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Exp : 15 Location : Washington, District of Columbia, United States Job Level : N/A Designation : Strategy and Transformation Advisor at Fannie Mae
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Insights For Selling To Julia

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Focus on immediate action-items rather than the larger goals
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julia is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Julia

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Julia move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Julia take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Julia

Personality Compatibility


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