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The megabank's Personal Financial Management transaction helped drive some record metrics in 2023 for its wealth and fund segment.

A turbulent 2023 led to fourth-quarter declines in net new assets, net income and banking deposits at the financial firm.

The banking giant's plans are an outlier in an industry that has been shedding jobs.

Tiffany Chi is a director at Stout. She has experience in complex securities and derivatives valuations, advanced financial analytics and risk management issues.

Ashley Ross is a senior vice president at Stout. She has over 12 years of experience in accounting and financial leadership roles, including areas of financial reporting and technical accounting.