Julia Zettl in

Julia Zettl

Inspirer · DISC type id
Manager of Operations & Compliance at Endeavor Wealth Advisors
📍 Cleveland, Ohio, United States

Julia is a seasoned operations professional with over 14 years of experience supporting professional associations and private institutions. An MBA graduate from Cleveland State University, she specializes in operations, marketing, and organizational development. Colleagues describe her as an "exceptional leader" and a "tremendous company resource. "

Outside of work, Julia is deeply committed to her community. She serves on the Board of Directors for the Childrens Center of Medina County, an organization dedicated to ending childhood sexual abuse, and is a graduate of the On-Board Cleveland civic leadership program.

She lives in Medina, OH, with her husband and their rescue cat, Flo.

Read the full overview →
Experience
8 Years
Current Role
Manager of Operations & Compliance
Job Level
Middle
Location
Cleveland, Ohio, United States
Personality Overview

How Julia shows up

Confident & Optimistic
Generous
Fast Adopter

They don’t mind taking a stand if they believe in something. They usually prefer to drive the conversation. They measure a product on its merit but can be influenced by strong testimonials.

Priorities

Topics Julia cares about

Association Management
Her career has centered on managing day-to-day and strategic operations for professional associations, notably as Chapter Executive for ACG Cleveland.
Operations & Compliance
This is her core function in her current role as Manager of Operations & Compliance at Endeavor Wealth Advisors and a recurring theme in her career.
+5 more topics Login to view topics
Career

Work history

2-2023
Manager of Operations & Compliance
Endeavor Wealth Advisors
7-2022 - 1-2023
Chapter Executive
ACG Cleveland
7-2018 - 6-2022
Chapter Assistant
ACG Cleveland
7-2018 - 1-2023
Association Manager
MJM Services, LLC
11-2018 - 11-2022
Meeting Team Lead, Annual Conference
NAEPC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Masters
Cleveland State University
Bachelor of Arts
Ashland University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Julia. Free, 10 seconds.