# Julia Carreon
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Episode 50: Gen Z Disruption with Julia Carreon
In this episode, Melissa Joy, CFP®, and Julia Carreon, CFP®, discuss why the generation after millennials is set for an imminent demographic transformation. Julia is a managing director at Wells Fargo, with twenty-five years of financial service professional experience and a long track record of id…
Episode 94: Tips for the Next Generation From a Financially Responsible Millennial with Ashley Mont
In this episode, Melissa Fradenburg, Financial Advisor, and Ashley Mont, discuss smart financial moves that can help millennials (and future generations) build wealth. Ashley, a biomedical engineer, is the founder & CIO of a technology start up and a financially savvy millennial. Ashley shares som…
The Big Quit, Commit, Pivot
In this episode of Just Press Record, I've brought together two incredible minds who've never met before and an incredibly inspiring conversation ensued.
Meet Dr. Hal Hershfield, the future self guru from UCLA, and Julia Carreon, a thought-leader in finance and technology. We dive deep into how w…
Episode 240: What You Need to Know About Menopause and Your Money with Julia Carreon
The financial and economic impact of menopause is often overlooked, but the numbers are staggering. With 75 million American women in menopause and more than two-thirds of them active in the workplace, the Mayo Clinic reports productivity losses of $1.8 billion and related health care costs reachin…
Julia Carreon: The Future Of Wealth Management, Digital Transformation, Reimagined Client & Advisor Experience And More
My guest today is Julia Carreon, a Business Transformation and Integration Executive. In her own words, in an industry rife with friction and failed projects, she leads teams that are in the 1% of executing reimagined client/advisor experiences. Today, we are talking about the Future of Wealth Mana…
Julia Carreon: The Shocking Truth About Financial Illiteracy on TikTok
In this episode of The Blunt Dollar, we sit down with Julia Carreon, a digital transformation powerhouse with leadership experience at Wells Fargo and Citi, to dissect the crossroads of finance, technology, and generational change. Julia brings her signature candor and deep industry knowledge to a …
Episode 400 with Julia Carreon | E400
In this milestone episode of FinTech Impact, Jason Pereira celebrates the 400th episode with special guest Julia Carreon. Julia, a respected executive with over 25 years of experience in financial services, discusses her impressive career and her stance on digital transformation within the industry…
Julia Carreon: Reinvention, Resilience & The 5 People Who Shaped a Life of Leadership
S03EP10 Julia Carreon
In this inspiring People Are Everything conversation, Julia Duthie speaks with Julia Carreon — transformation leader, keynote speaker, and advocate for women redefining success beyond 50.
Julia shares her incredible journey from a turbulent childhood to leading billion-do…
Episode 49 - Inside a Corporate Takedown, Executive Power, and the Weaponization of HR with Julia Carreon
In this episode of the Treasury Whisperer’s Talkcast Podcast, host Seth Marlowe interviews Julia Carreon, former Global Head of Platform and Client Experience for Citi Wealth and co-author of the forthcoming book Walking on Broken Glass. They discuss Julia’s rise through leadership roles at Wells F…
High Five: The Courage to Start Again
New People Are Everything Special: Hi Five — The Courage to Start Again
Our Hi Five series is designed to give listeners and viewers a taste of the incredible conversations in the People Are Everything archive — five guests, five excerpts, one shared theme.
In this episode, Julia Duthie revisits …
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