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Julia Carreon: Transforming WealthTech
Manage episode 286261428 series 2664886
Content provided by Phil Bak. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Bak or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Julia Carreon joins the podcast to talk about her personal journey and how she became a leading voice advocating for financial institutions to better connect to Gen Z.
- Innovation and technology in financial services
- Why legacy firms struggle to adapt
- The coming generational wealth transfer
- Being self-promotional and out front
- Lots more
59 episodes
Share
Manage episode 286261428 series 2664886
Content provided by Phil Bak. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Bak or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Julia Carreon joins the podcast to talk about her personal journey and how she became a leading voice advocating for financial institutions to better connect to Gen Z.
- Innovation and technology in financial services
- Why legacy firms struggle to adapt
- The coming generational wealth transfer
- Being self-promotional and out front
- Lots more
59 episodes
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Similar to The Phil Bak Podcast
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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continue reading
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continue reading
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