Julianne Wu

Critic
DISC Type : C

Vice President Internal Audit at Morgan Stanley

Edison, New Jersey, United States

Overview

Julianne Wu is a Vice President of Internal Audit at Morgan Stanley with extensive experience at firms like JPMorgan Chase and AXA. A holder of CISA and CRISC certifications, she specializes in both technology and business audits and earned her masters degree from the New Jersey Institute of Technology.

Based on her public activity, Julianne shows appreciation for positive actions and appears to be motivated by seeing others contribute to good causes. She is actively involved in building her team within Morgan Stanleys audit division.

Unique fact: She successfully pivoted her audit focus from highly technical areas like operations and securities tech to the business side, concentrating on Global Financial Crimes.

Personality Overview

Negotiator

Information Seeker

Objective Thinker

They are quite likely to negotiate on pricing or other key terms.  They don’t appreciate bells and whistles unless backed by data. They like to take decisions independently and do not seek others' support often.

Topics They Care About

AML & Financial Crimes
Her current and primary area of audit coverage at Morgan Stanley since 2020 is in Global Financial Crimes and Anti-Money Laundering.
Technology Audits
She has a significant background in technology-focused audits, covering areas like institutional securities, operations, and wealth management at major financial institutions.
Audit Team Building
She has publicly posted about hiring for manager-level positions within her AML audit team, indicating a focus on team growth and recruitment.

Media Appearances

Julianne has no verified media appearances

Work History

8-2014
Vice President Internal Audit at Morgan Stanley
7-2013 - 7-2014
VP - Audit Manager at JPMorgan Chase
8-2010 - 6-2013
Senior Manager - Internal Audit at Morgan Stanley
10-2008 - 8-2010
Audit Manager - Internal Audit at AXA Equitable
10-2005 - 10-2008
Technology Auditor at The Bank of New York Mellon

Education

1998 - 2000
MS from New Jersey Institute of Technology
1996 - 1998
B.S. from Kean University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Edison, New Jersey, United States Job Level : Senior Designation : Vice President Internal Audit at Morgan Stanley
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Insights For Selling To Julianne

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Be ready to answer many clarity-seeking questions and requests for information
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julianne is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Julianne

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Julianne move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Julianne take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Julianne

Personality Compatibility


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