Julia C. Carreon
Author, Walking on Broken Glass
Julia is a C-suite executive in global financial services and a recognized leader in large-scale client transformation and execution. She most recently served as Global Head of Platform & Client Experience for Citi Wealth, where she led client and advisor technology. Prior to Citi, she spent more than 15 years at Wells Fargo’s Private Bank as Chief Digital Officer, leading digital strategy, operations, and end-to-end execution for one of the industry’s most complex businesses.
Over her career, Julia has built and led high-performing teams responsible for some of the most ambitious initiatives in U.S. banking — including the largest conversion of managed investment accounts in history, the launch of the first advisor tablet platform at scale, and multiple enterprise-wide platform transformations. She is known for stepping into complex, high-risk environments and delivering results, earning a reputation for what she calls “execution excellence.”
Julia is the co-author of Walking on Broken Glass, a forthcoming book that examines the systemic challenges women face in the workplace — and offers a practical playbook for navigating power, politics, and career-defining moments. Drawing on both her executive experience and personal story, her work focuses on how organizations actually operate — and how individuals can succeed within them.
She is a sought-after speaker on leadership, execution, and the realities of navigating modern corporate environments.
