IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.


Julia C. Carreon

Managing Director of Digital and Fiduciary Operations at Wells Fargo


Julia C. Carreon leads Digital, Fiduciary Operations, and the Executive Office for Wells Fargo Wealth Management. Julia’s team is responsible for the online and mobile experience of The Private Bank as well as desktop strategies.  Her team is passionate about executing on strategies that are digital and service enablers of an advice-led, white glove business.  Julia is a 16-year-veteran of the bank, having started at Wells managing the Home Equity Online platform where she led the team that helped stand up a multi-channel application, application status, and online chat.  Julia has also held positions in Mortgage and Business Banking.

Prior to Wells Fargo, she was a consultant at Cambridge Technology Partners where she was part of a team that built an early social media platform for CIOs.  Julia started her career as a journalist at InfoWorld where she covered emerging technology in Silicon Valley. A native of California, she has a B.A. in Journalism and attended graduate school at the University of Southern California. 

Agenda Sessions