Career advancement

The bank ends the year with a substantially different profile from early 2024, which brought new leadership, a significant reduction to its mortgage operations and a corporate rebrand.

Oden, head of U.S. wealth, private banking, asset management and premier banking at HSBC, was one of the first in the industry to build an online wealth management platform.

Morais, the former president of consumer and commercial banking at Ally, reflects on the lessons learned in her more than three-decade career.

The change, one among several at the firm's top, follows on a year that executives have deemed one of the firm's most difficult in decades.

Citigroup, First National Bank and Marqeta headlined some of the biggest changes in executive leadership in the banking, fintech and payments industries.

Jim Rourke and Michael Liu will serve as co-heads of private client partnership development, linking Bank of America's investment bank, Merrill and the firm's private bank.

Lorch started as the marketing director at First Internet Bank, the first online-only bank, at its launch. Few Americans had internet access so it wasn't a sure bet the bank would survive. She's still there, now as the president.

After 40 years in finance, Harford is now learning to play golf and mahjong, and spending more time with family and friends.

Elizabeth Magennis started out as a teller in Brooklyn, New York, and is now the president of the $9.8 billion-asset ConnectOne Bank.

Like its Wall Street rival Morgan Stanley, Citi sees a path to trillions in client assets in its workplace division.

As she prepares to leave to run a nonprofit after three decades in the industry, Cole said the financial services sector is better for women — but still has a long way to go.

Now the head of the Mizuho Americas' equity division, Pasquill started her career selling textiles, industrial products and medical equipment.

The latest appointment comes amid Citi's continued overhaul of its executive ranks and wealth business.

Nash, the head of tech, media and telecom coverage, has no intention of ending her four-decade career anytime soon.

Titi Cole, CEO of legacy franchises at Citigroup, is stepping down in June to pursue opportunities outside of the financial services industry.

The Puerto Rico-based company's board of directors has given an additional title to COO Javier Ferrer, naming him president as of May 9. His career path closely resembles that of his boss, CEO Ignacio Alvarez.

Katherine Weislogel's career began by being in the right place at the right time.

Former Silicon Valley Bank exec Floyd Kessler joins Comerica as executive vice president and chief business control officer; Melissa Holding succeeds Michael Robinson as head of wealth management at Huntington; Goldman Sachs' Alexander Mayer is set to take on a senior position at JPMorgan Chase; and more in this week's banking news roundup.

To build their executive presence in meetings and on video calls, junior employees should embrace flexible schedules — and possibly media training, Michelle Young of Worldpay and Anna Greenwald of MoneyGram International said at American Banker's Payments Forum.

Beth Johnson, a self-described math geek, is driving the bank's ESG strategy and training its employees to keep pace with industry trends.