Julio Estela, CPA in

Julio Estela, CPA

Login to view DISC.
CFO at Workshop
📍 New York, New York, United States

Julio is a New York-licensed CPA with 20 years of experience in startup financial operations, now focused on compensation and equity in the People/HR space. A graduate of Ithaca College and a Visier Top 50 HR Leader for 2026, he is an expert in data-driven people strategies.

Outside of his professional life, Julio is a self-described "Girl Dad" who values family. In early 2022, he took a "career halftime" to disconnect from work, spend quality time with his family, and reflect on his next chapter, demonstrating a commitment to personal growth and work-life balance.

Interesting fact: Julio identifies as a "Retired CPA," highlighting his unique and intentional career transition from pure finance to a leadership role in human resources.

Read the full overview →
Experience
20 Years
Current Role
CFO
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Julio 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.

Login to view personality overview.
Priorities

Topics Julio cares about

Future of Compensation
Calls himself a "Comp & Equity Nerd" and is focused on executing a "crazy comp vision for the future" in his leadership roles.
Data-Driven Storytelling
Passionate about obsessing over data, spotting patterns others miss, and turning raw numbers into a compelling narrative to drive smarter solutions.
+5 more topics Login to view topics
Career

Work history

11-2024
CFO
Workshop
2-2023
Director of People (Infrastructure)
Lemonade
10-2022 - 1-2023
Director
Stout
3-2022 - 1-2023
Advisor
Lemonade
2021 - 2023
Director/Advisor
Share
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2001 - 2005
Bachelor's Degree
Ithaca College
1997 - 2001
High School
Ellenville High School
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.

Login to view DISC.

Other Workshop Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

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