Julia Carreon

7 Podcast Episodes

Ep. 188 - Planet MicroCap Podcast: LIVE "GenZ Investing Roundtable" with Caitlin Cook, Julia Carreon, Michael Liu

Ep. 188 - Planet MicroCap Podcast: LIVE "GenZ Investing Roundtable" with Caitlin Cook, Julia Carreon, Michael Liu

For this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast: LIVE panel that we br... Read more

18 Aug 2021

1hr

S2-Episode 11: Transformative effects of Gen-Z on financial services - Julia Carreon, GenZ expert and Daniel Hadgu, Georgia State alum

S2-Episode 11: Transformative effects of Gen-Z on financial services - Julia Carreon, GenZ expert and Daniel Hadgu, Georgia State alum

This episode features Julia Carreon, a former Wells Fargo executive and expert on Gen Z and the impacts of this demograp... Read more

30 Apr 2021

46mins

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Ep. 169 - The Power of Haptic Memory in Technology Disruption with Julia Carreon, Author #GenZDisruption @juliaccarreon

Ep. 169 - The Power of Haptic Memory in Technology Disruption with Julia Carreon, Author #GenZDisruption @juliaccarreon

For this episode of the Planet MicroCap Podcast, I spoke with Julia Carreon. She is a longtime digital executive in fina... Read more

14 Apr 2021

1hr 11mins

Ep. 09 - Investing to Stay Relevant in Financial Services with Julia Carreon

Ep. 09 - Investing to Stay Relevant in Financial Services with Julia Carreon

Richard sits down with Julia Carreon. Julia has been a major advocate for innovation and technology in the financial ser... Read more

16 Mar 2021

48mins

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Julia Carreon: Transforming WealthTech

Julia Carreon: Transforming WealthTech

Julia Carreon joins the podcast to talk about her personal journey and how she became a leading voice advocating for fin... Read more

1 Mar 2021

42mins

Bridging the Generational Divide: Special Guest Julia Carreon

Bridging the Generational Divide: Special Guest Julia Carreon

Julia Carreon is a strategic adviser whose specialty is in Gen Z, Wealth Tech & Digital Transformation. Her relentle... Read more

12 Feb 2021

51mins

Episode 50: Gen Z Disruption with Julia Carreon

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 ... Read more

2 Feb 2021

23mins

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