Julia Yun Zhang, FSA, CFA in

Julia Yun Zhang, FSA, CFA

Critic · DISC type C
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.

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

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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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

Negotiator
Precise
Objective Thinker

They don’t appreciate bells and whistles unless backed by data. They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

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

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)

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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