Julia Yun Zhang, FSA, CFA in

Julia Yun Zhang, FSA, CFA

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Chief Risk Officer of Equitable Holdings at Equitable
📍 New York, New York, United States

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

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Experience
18 Years
Current Role
Chief Risk Officer of Equitable Holdings
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Julia shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Julia cares about

Strategic Priorities
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Career

Work history

4-2024
Chief Risk Officer of Equitable Holdings
Equitable
4-2020 - 3-2024
Group Treasurer of Equitable Holdings
Equitable
10-2017 - 4-2020
Treasurer of Equitable Life
AXA Equitable Life Insurance Company
10-2014 - 10-2017
Assistant Treasurer - Head of Corporate Finance and Treasury
AXA Equitable Life Insurance Company
10-2012 - 10-2014
Senior Derivatives Portfolio Manager
AXA Equitable Life Insurance Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2006 - 2007
Master of Arts - MA
Columbia University
2002 - 2006
Bachelor of Science (B.S.)
University of Science and Techology of china
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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