Julia Schulz CFP® in

Julia Schulz CFP®

Critic · DISC type C
Financial Advisor at Morgan Stanley
📍 Greater Chicago Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
23 Years
Current Role
Financial Advisor
Location
Greater Chicago Area, United States
Personality Overview

How Julia shows up

ROI Driven
Negotiator
Critic

They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often. They are quite likely to negotiate on pricing or other key terms.

Priorities

Topics Julia cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2017
Financial Advisor
Morgan Stanley
1-2017 - 11-2017
Sales Administrator
American Family Insurance
5-2016 - 1-2017
Accountant
GLEN ELLYN HISTORICAL SOCIETY
3-2010 - 3-2014
Acountant
Triac Development and Redbrick Properties
3-2000 - 10-2004
Leasing Associate
Equity Office Properties Trust
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2005
MBA
Northwestern University - Kellogg School of Management
1989 - 1993
BS
Illinois State University
1985 - 1989
Education details unavailable
Teutopolis High School
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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