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On November 1, Cheung is slated to become president and CEO of S&P Global. She is succeeding Doug Peterson, who has been CEO since 2013.
By Joel BergSeptember 24 -
O'Neill has worked at BofA since 1996, starting as a credit analyst in its corporate and investment bank. She took the reins of the bank's retail banking unit in 2021.
By Joel BergSeptember 27 -
Since the fall of 2022, Danella has introduced several new technology tools for Regions customers. Last September, the bank added a new feature to its mobile app that enables users to access and manage their debit, credit, ATM and other cards all in one place.
By Joel BergSeptember 27 -
Bakhshi is now special advisor to BMO Financial Group, the Montreal-based bank that bought Bank of the West from its former parent, Paris-based BNP Paribas, in February.
By Joel BergSeptember 27 -
A native of Baltimore, Friedman grew up with finance: Her father, David Testa, was chief investment officer at financial advisory firm T. Rowe Price.
By Joel BergSeptember 27 -
In early 2023, UBS took over the ailing Credit Suisse, and Harford has been hard at work integrating Credit Suisse's asset management business.
By Joel BergSeptember 27 -
Meister is guiding the company into the second phase of its transformation. Having honed its approach to ultra high net worth clients, it is now turning to a new segment — high net worth clients.
By Joel BergSeptember 27 -
Murali was hired in February 2020 as M&T's first-ever chief customer experience officer, a role that was recently expanded to include employee experience.
By Joel BergSeptember 27 -
Under Vidoni's leadership, the bank has grown to assets of nearly $2.8 billion and about 325 employees, making it the largest mutual financial institution in eastern Pennsylvania.
By Joel BergSeptember 27 -
When Citizens Financial Group wanted to streamline its home equity line of credit, the bank turned to its expert in customer experience and analytics, Beth Johnson.
By Joel BergOctober 5 -
Only six years ago, KeyBank was nowhere to be found in a ranking of the top 25 banks for lending to developers of affordable housing. Last year, under the leadership of Angela Mago, the bank finished in the No. 2 spot, sandwiched between Citi at No. 1 and JP Morgan Chase at No. 3, according to Affordable Housing Finance.
By Joel BergOctober 5 -
As a technology executive for PNC Bank, Deborah Guild has long been helping women blaze career pathways in the business world. Now she's helping them in what seems a most unlikely field: auto racing.
By Joel BergOctober 5 -
Maria Hackley, managing director and global co-head of industrials, banking, capital markets and advisory at Citi, understands how crucial it is for bankers to create strong, original content to distinguish themselves during client presentations.
By Joel BergOctober 5 -
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.
By Joel BergOctober 5 -
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.
By Joel BergOctober 5 -
Suni Harford ran into several obstacles after she set out to boost the number of women serving on the boards that oversee funds managed by UBS Asset Management.
By Joel BergOctober 5 -
As a child, Lynn Martin nurtured her love of technology and coding on a Commodore 64 in her parents' home in Smithtown, New York. But it was not until her first job in coding that she felt the pull of Wall Street.
By Joel BergOctober 5 -
When Abigail Johnson, the chair and CEO of Fidelity Investments, was recently asked to advise those in the early stages of their career, she emphasized the core values that she and her firm have embraced for decades. "Don't doubt yourself. Keep at it. Stay looking ahead. Stay committed and stay true to yourself," she said.
By Joel BergOctober 5 -
The team at JPMorgan Chase's asset and wealth management division crunched the numbers on diversity at the end of 2021 and found that portfolio managers who are women and/or people of color manage 60% of the unit's assets.
By Joel BergOctober 5 -
For Marianne Lake, innovation is not a straight line. "You can zig, you can zag, you can bob, you can weave, you can iterate and that's how you get to the right place," Lake said during a moderated discussion held on JPMorgan Chase's "Women on the Move" leadership day in October 2021.
By Joel BergOctober 5



















