
Ingrid Case
Ingrid Case, a Financial Planning contributing writer in Minneapolis, is a former senior editor for Bloomberg’s Markets Magazine. Follow her on Twitter at @CaseIngrid.

Ingrid Case, a Financial Planning contributing writer in Minneapolis, is a former senior editor for Bloomberg’s Markets Magazine. Follow her on Twitter at @CaseIngrid.
When BMO acquired Bank of the West, BMO's integration team was tasked with completing more than 1,500 requirements to unify hundreds of systems, including products, services, technology and processes.
Snelling joined the bank in March 2021 from Five Star Bank in Sacramento, California, where she had been chief financial officer for five years.
Since becoming CEO in 2019, Lee has grown Hanmi's total assets from $5.5 billion to $7.6 billion, an increase of 36%
Beth Johnson took on the role of vice chair and chief experience officer at Citizens three years ago, and is focused on the democratization of data within Citizens.
As global head of Citigroup's commercial bank, Ghiawadwala's job is to develop and execute a growth strategy for global commercial banking
Portney leads the bank's largest business unit, asset servicing. The group's assets under custody and administration neared $50 trillion in the second quarter, setting a record for BNY and the financial industry.
Marrs leads the company's second-largest business by revenue that accounts for about 25% of American Express' total revenue.
As senior executive vice president and chief institutional client officer at TIAA, Gibson oversees the company's core retirement business.
In the past year, the bank's executive leadership team began an asset-based lending division, a treasury management department and a rotational development program designed to recruit talented college graduates.
At TD Bank, the consumer deposits, products, and payments (CDPP) team is in charge of every aspect of the bank's deposit products.
Stewart's division has invested in new bankers for the long term, growing its banker head count by 40% since 2015. Since June 2023, its new client count has grown by 91%, and revenue is up 20.4%.
As president and CEO, Johnson is responsible for developing Franklin Templeton's overall strategic direction, executing on that strategy and advancing the firm's client-centric culture.
As CEO, she leads the efforts of seven specialist investment firms. Together, these companies offer investment solutions across every major asset class.
In addition to her work as global head of Citigroup's Citi Private Bank, Liu also co-leads the bank's Asian affinity network.
In the past year, Browning's group started the Bank of America Institute, an independent think tank that's not part of the research department.
Rodeheaver has been at the bank for more than 30 years. She started as a trust administrator, and 2004, she moved to the chief financial officer role, before becoming CEO in 2018.
The bank specializes in commercial real estate lending, and Riel said the sector is experiencing "whole-industry chaos."
As the CEO of the $1.73 billion asset bank, Snelling has made it her mission to build a team that offers a variety of experiences and viewpoints.
When Peetz joined Citi in 2020, she was returning to work after three and a half years of retirement from a career that included leadership positions at Bank of New York Mellon, where she led the financial markets and treasury services group, and at JPMorgan Chase, where she had a variety of commercial lending, sales, and management positions.
When Thasunda Brown Duckett took the reins at TIAA in May 2021, she continued her run as one of the financial industry's most powerful and well-known African American women.