In|Vest 2018: Innovations & Digital Transformations in Wealth brings together the entire wealth management industry – including leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York on July 10 and 11, 2018, the gathering facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation comes up against the reality of market execution. Interested in seeing more? Click
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Since she was elevated to her current role roughly 18 months ago, Mariniello has continued to balance emerging opportunities with implementing long-term growth initiatives.
September 26
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Heinel is the first female global chief investment officer at State Street Global Advisors, the world's fourth-largest asset manager.
September 26
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Fogarty and her team are responsible for custody, reconciliations, derivatives, bank loans, middle-office, investment analytics, accounting and fund administration, alternative operations, and transfer agency activities for State Street.
September 26
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Under McKinney, Comerica's retail bank generated $965 million in revenue and 20% revenue growth in 2023. She leads 2,580 employees in the retail bank, which has $27 billion in loans and deposits.
September 26
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Wolverton is in her third year leading consumer banking and brand experience at the Columbus, Georgia, bank. The $60 billion-asset Synovus is Georgia's largest bank.
September 26
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Schoneman oversees the international bank, which has annual net revenue of $1.5 billion, along with Piper Sandler's public finance, fixed income and equities businesses, as well as its technology, operations and marketing teams.
September 26
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Snelling joined the bank in March 2021 from Five Star Bank in Sacramento, California, where she had been chief financial officer for five years.
September 26
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Since becoming CEO in 2019, Lee has grown Hanmi's total assets from $5.5 billion to $7.6 billion, an increase of 36%
September 26
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Mohr, vice chair of M&A and investment banking at Citi, has been in banking for 46 years.
September 26
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When the bank needed to cut costs over the last year, it shied away from across-the-board layoffs, said Stewart, who has led Sound for more than three decades.
September 26
