Julia C. Carreon is a financial services executive with a reputation for large-scale technology transformations and execution excellence. She has led wealth management and advisor tech at Citibank and Wells Fargo and launched the first mobile app for wealth advisors. In May 2024, Julia was featured on the Nasdaq billboard for her contributions to innovation in the wealth management space. She has a BA in Journalism. She lives in Austin, Texas with her husband and three sons.
