Professional development

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.

If you want your constructive criticism to land the right way with younger employees, it's important that they see it as evidence of your belief that they have a future in your bank.

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.