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Ida Liu became head of Citi's North American private bank in 2019 and then went on to beat her projections by 12% in 2020 despite the pandemic. That helped her get a promotion last year to global head, running 50 offices across the globe and overseeing more than $500 billion in client business.
October 5
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Four years after AllianceBernstein announced it was relocating its headquarters from New York City to Nashville, the move was completed in May. Kate Burke, then the chief operating officer and head of private wealth, oversaw the move, relocating over 1,000 employees to the Music City.
October 5
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Kara McShane took over as head of the commercial real estate team at Wells Fargo at an inauspicious time: February 2020, when COVID-19 was heading toward pandemic status and offices were starting to empty out.
October 5
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Michelle Seitz has a long history of advocating for responsible investing and diversity and inclusion. Before joining Russell Investments in Seattle as CEO in 2017, Seitz spent 22 years in senior roles at Chicago-based William Blair, where she pushed for diversity and support for women in finance.
October 5
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One of the basic assumptions of the wealth management industry is that investing professionals should be based in the same cities as their clients. Gunjan Kedia asked her team at U.S. Bancorp to challenge that belief.
October 5
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Penny Pennington had worked for Edward Jones for some 17 years when she was named the managing partner in 2019.
October 5
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Like its peers, PNC Bank has stepped up investments in technology over the last few years. But Charlotte McLaughlin feels the bank can move faster in the capital markets group she leads.
October 5
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Jenny Johnson's career at Franklin Templeton has spanned over 30 years. During that time, she has held leadership roles in multiple divisions of the global investment firm, including investment management, technology, distribution and operations.
October 5
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From the outside, Teresa Heitsenrether's career is a straight-line path of success. After earning a master's degree in finance at New York University, she began work at JPMorgan Chase in 1987.
October 5
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Under the direction of the always visible Diane Offereins — who is often the "face of the company" — the total 2021 network volume of Discover rose to $504 billion, from $417 billion in 2020.
October 5
