Julie Roth, CPA in

Julie Roth, CPA

Planner · DISC type Sc
Investigator at Federal Reserve Bank of New York
📍 New York City Metropolitan 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.

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

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Experience
30 Years
Current Role
Investigator
Location
New York City Metropolitan Area, United States
Personality Overview

How Julie shows up

Inflexible
Overcautious
Disciplined

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are always well-planned and adopt a systematic approach.

Priorities

Topics Julie cares about

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

Work history

12-2012
Investigator
Federal Reserve Bank of New York
5-2012 - 12-2012
Consultant
Banking Regulator
6-2002 - 4-2012
Director - Accounting Policies and Assurance
Credit Suisse
6-1995 - 6-2002
Vice President - Accounting Policies
J.P. Morgan
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Education details unavailable
University at Albany
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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